Skip to main content

Insights from the Fastlane

Blog

Michael DiSabatino of Sharp CFO™ shares expert insights to help you unlock your business's full potential by delivering proven strategies for maximizing tax savings, streamlining operations, and driving sustainable growth.

The information provided on this site is for general informational purposes only and should not be construed as professional financial, tax, or legal advice. For advice tailored to your specific situation, we recommend consulting with a qualified professional.

New year, new estate plan updates

New year, new estate plan updates

It's time to ask yourself: What changed during 2017? A divorce, a birth, a move and other events can affect your tax and estate planning.

Continue reading
0
  33175 Hits

Five Tax-Loss Harvesting Tips

Though the markets have been up strongly this year, your investment portfolio could have a few lemons in it. Using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade. Here are five tips:

Continue reading
0
  37117 Hits