Gain harvesting is a great year-end strategy that could potentially save the taxpayer substantial amounts of capital gains tax. The strategy applies to taxpayers who expect to be in a higher tax bracket in the future than in the current year. This 8-page white paper developed by nationally renowned tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, will go into the details about this tax planning strategy and how it might be a beneficial tax planning strategy for your clients.

This is Tax Planning Idea #2 from “The Top 40 Tax Planning Opportunities for 2025” e-Book.