CBS MoneyWatch: Gold and Taxes - What Every Investor Needs to Know
For gold held in taxable accounts, the concept of tax loss harvesting in the overall portfolio could apply," says Rob Burnette, CEO of Outlook Financial Center.
For gold held in taxable accounts, the concept of tax loss harvesting in the overall portfolio could apply," says Rob Burnette, CEO of Outlook Financial Center.
Rob Burnette is an investment advisor representative and professional tax preparer at Outlook Financial Center in Troy, Ohio.
If you owe federal income taxes, there’s a chance you also owe state income taxes. If you don’t have enough money to pay both bills, devote as much effort as possible to paying off one, said financial adviser Rob Burnette, the CEO of Outlook Financial Center in Troy, Ohio.
Outlook Financial Center of Troy, CEO Rob Burnette explains why it’s important to turn to an expert during this time.
This one can be confusing, but the rule of thumb is that “head of household tax filing status is chosen by unmarried taxpayers with qualifying dependents,” says Rob Burnette, an investment advisor representative, tax preparer and CEO of Outlook Financial Center in Troy, Ohio.
Rob Burnette is the CEO of Outlook Financial Center in Troy. “It’s a busy time. But you got to be compassionate with the taxpayers because they really don’t know the tax code,” Burnette said.