Category Archives: Income Tax Planning

Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year

Now is the time, for the 2023 tax year, to take a good look at your non-qualified, taxable investment accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th. Every investment portfolio has unrealized gains and…
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