Five Tax-Wise Ways to Invest in Gold

October 10, 2022 

Five Tax-Wise Ways to Invest in Gold

Generally, shares of gold-based assets like gold mining stocks and mutual funds are taxed at a maximum tax rate of 20% (15% for certain moderate-income investors), just like with most other capital assets.

Ken Berry, JD

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June 24, 2021 

Do Your Clients Need a Mid-Year Tax Checkup?

CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...