July 2023

Count it as a Loss… and Benefit: How to Leverage Loss Harvesting and Loss Carryovers

B2C, Blog, Capital Gain Strategies, Individual Strategies, Offsetting Losses /

Profiting off your investments while also reducing your tax bill is a delicate balancing act. The more you learn about tax reduction strategies, the clearer it becomes that timing is essential to keeping taxes low. Putting these strategies into play requires advance planning, which is where the help of a Certified Tax Planner comes in […]

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Tax Strategies for Investments: Making Use of Loss Harvesting and Loss Carryovers

B2B, Blog, Business Strategies, Individual Strategies /

Profiting from investments and reducing tax liability may seem like competing goals, but both can be accomplished with a little proactive tax planning. In the world of tax strategy, timing is key to keeping taxes low. One sometimes-overlooked approach is to be deliberate about when you realize and deduct financial losses. This type of nuanced

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Timing is Everything: Strategies to Lower Your Capital Gains Tax

B2C, Blog, Business Strategies, Individual Strategies /

Timing is the key to long-term investment success, especially because timing can have a dramatic impact on tax consequences for investment activities. If your investment is successful, at some point you will have to pay taxes on any capital gains—the profit you make from selling a property or investment. Appreciation on investments (increase in value

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Tax Strategies for Investments: Controlling Timing for Capital Gains

B2B, Blog, Business Strategies, Individual Strategies /

Long-term investment success is about more than the initial investment decision. As tax professionals know, timing can have a dramatic impact on the tax consequences for investment activities—but timing can also be used to your clients’ advantage. Remember that appreciation on investments is not considered taxable income until that investment is sold. Though there has

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