Navigating Wash Sale Woes: Common Pitfalls, Tax Implications, and Strategic Avoidance
To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the tax code has a “wash sale” rule: the loss is disallowed if the repurchase occurs within 30 days before or after the sale that resulted in the loss.
- The 20 Weirdest Projects Ever Funded by U.S. Taxpayer Dollars
- From robotic squirrels to nap studies and shrimp on treadmills, here’s a roundup of the strangest taxpayer-funded projects and what they say about public spending.
- Pricing Isn’t About What You Charge - It’s About What Your Business Can Sustain
- If margins are thin and cash flow feels unpredictable, pricing is often the real issue. Here’s why pricing is a CFO advisory conversation — not a guess — and how it shapes long-term stability.
- It’s Tax Time - Beware of Scams
- Tax season is a busy time for taxpayers. It is also a busy time for criminals as they ramp up efforts to trick people into sharing sensitive personal information.
- Why Profitable Businesses Still Run Out of Cash (And What CFOs Watch Instead)
- Many small and mid-sized businesses are profitable on paper but still feel cash-strained. Here’s why cash flow behaves differently from profit, and why it’s a CFO advisory conversation worth having.
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