Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research Recent articles Tax Strategies How to Cut Your Tax Bill With Tax-Loss Harvesting Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward. September 28, 2021 Personal Finance & Planning The Estate Tax and Lifetime Gifting If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. March 14, 2022 Personal Finance & Planning A Primer on Wash Sales What the IRS rule on wash sales might mean for you. February 3, 2021
