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Got Gains? Capital Gains, that is? Thumbnail

Got Gains? Capital Gains, that is?

Taxes

Have you sold investment property? Sold GameStop or crypto for a gain? Got RSUs at work?

There are numerous strategies for deferring, reducing, and eliminating taxes on capital gains BUT there are usually only brief windows of opportunity to use those strategies. Don't wait! The calendar and IRS are unforgiving; and I don't have a time machine.

(For example: 90 days for a Section 1031 exchange or 180 days for other cap gains for individuals.)

Even worse, proposed changes to the tax code have placed a big target on future capital gains too.

You need to work with someone who has an awareness of these strategies AND the ability to implement them. Let's talk.

Capital Gains Calculator