“Harvesting Capital Losses” White Paper
Includes: Downloadable PDF file
SKU RSKHRVSTCAPLOSSWP52
$35.00
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Minimize Taxable Gains with Capital Loss Harvesting
In this valuable 3-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains the powerful strategy of capital loss harvesting. Learn how to offset capital gains, reduce taxable income, and optimize your clients’ portfolios for tax efficiency—an essential tool for year-end tax planning and investment management.
WHAT’S INCLUDED?
- 3-Page White Paper
- Downloadable Adobe® PDF file
- Published February 2025
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