Episode 36 - Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting
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:
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
It is Free