Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings!
Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but Larry doesn’t want you to miss out. In this episode, Larry explains how you can benefit from tax-loss and tax-gain harvesting.
In this episode, you’ll learn:
- The differences between tax-loss harvesting and tax-gain harvesting
- Optimal scenarios for applying these two strategies
- Examples of benefits these strategies can offer investors
- The deadline for executing these strategies
- And more!
Tune in now to learn more about tax-loss and tax-gain harvesting and how you can benefit from them during your year-end tax planning!
Resources: Heller Wealth Management