November 6, 2017

U.S. News & World Report featured Brandon Blitzer, a tax manager in the Firm's Alternative Investment Group, in an article about how the wash-sale rule can trip up investors.

U.S. News & World Report

By Jeff Brown

Featured Brandon Blitzer, Tax Manager, Alternative Investment Services

Related Services Tax & Business, Tax Return Compliance

U.S. News & World Report featured Brandon Blitzer, a tax manager in the Firm's Alternative Investment Group, in an article about how the wash-sale rule can trip up investors. Tax & Business

Excerpt:

“Harvesting losses is only effective if the investor understands the wash-sale rules and the timing of when a new position can be opened after realizing a loss,” says Brandon Blitzer, manager of Marcum, an accounting firm in Melville, New York.

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