Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research Recent articles Tax Strategies Personal Finance & Planning Investment Expenses: What’s Tax Deductible? by Hayden Adams October 6, 2021 The IRS allows taxpayers various tax deductions for investment-related expenses if those expenses are related to producing taxable investment income. Do your expenses qualify? Tax Strategies Personal Finance & Planning How to Cut Your Tax Bill With Tax-Loss Harvesting by Hayden Adams September 28, 2021 Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward. Tax Strategies Personal Finance & Planning IRA Taxes: Rules to Know & Understand by Hayden Adams October 15, 2021 IRAs may offer tax benefits, but breaking the rules can have severe consequences for your savings. Here’s how to avoid some common IRA tax pitfalls.