The Senate’s Proposed Change to Recognizing Capital Gains

As I write this, the full Senate is considering the Tax Cuts and Jobs Act (TCJA). One provision in the Senate’s version of the TCJA impacts the treatment of capital gains. Specifically, the provision would eliminate your ability to specify which lot you sold if you purchased shares of the same security on more than…

 

The November 2017 AAII Journal is Now Available Online

Feature Article » Birth of an Idea: How AAII Got Started by John Bajkowski , Charles Rotblut, CFA and James B. Cloonan James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio. Features » Media Talk About James Cloonan and AAII by AAII Staff A…