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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
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