Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

A key difference between tax preparation and tax planning is choice. Everyone with income has to pay taxes, but proactive taxpayers who plan ahead can have a say in how much they pay in taxes. Passive income, like capital gains and losses, provides great examples of the potential impact of a tax plan. Great financial advisors can help their clients save on taxes through both tax loss harvesting and capital gains harvesting.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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