Josh Borges and Josh Kommer
February 12, 2025
Do You Know How Private Equity Impacts Your Taxes?
As finances evolve, so do the complexities of investing. Many investors start with publicly traded securities—often through an employer’s 401(k), an online brokerage account, or a financial advisor. For new investors, the tax implications of investing can be an afterthought. Fortunately, reporting the taxable activity of publicly traded investments on a tax return is relatively […]
