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.
Recommended Articles
Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
Read More
“I have a tax preparer, so I have a tax planner.”
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
Read More
Contact Us
- DELIVER MASSIVE VALUE TO YOUR CLIENTS
THROUGH TAX PLANNING -
How The RTS...
37 POINT
CHECKLIST
...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment