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Taxes & InvestingBonita Springs FL

Taxes & Investing

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Taxes & Investing in and nearBonita Springs Florida

Taxes & Investing inBonita Springs

We can implement an investment strategy that takes your tax situation into account. For example, it may be beneficial to offset capital gains at the end of the year with losses, a strategy called tax-loss harvesting. If you choose, you can buy the same stock back and avoid the so-called wash-sale rule prohibiting you from deducting losses if you wait 30 days. It pays to have a conversation about taxes with us so that you can minimize their impact, considering changes in tax laws and your financial situation.
Taxes & InvestingBonita Springs FL

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