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Tax Planning

Tax-Loss Harvesting Basics

As a Los Angeles financial advisor, I can confirm I’ve never spoke with anyone that gets excited about losing money from their investments. However, markets don’t go straight up. Recognizing losses from tax-loss harvesting creates tax benefits that can help your overall financial picture. In the short-term, market volatility produces opportunities to recognize investment losses. A diversified portfolio won’t have as many opportunities to recognize investment losses with a long-term time horizon. How do investors maintain their overall portfolio while recognizing losses? 

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Tax Planning

Best Charitable Giving Strategy for Your Unique Situation

Not only can charitable giving be gratifying to give back to personal causes, it can also be a way to minimize downside risk within a portfolio and limit taxes. The Tax Cut Jobs Act of 2017 changed the landscape for taxes by nearly doubling the standard deduction and hurting the impact of itemizing deductions through charitable giving. With the new tax code in place, there are still ways to give back and find the best tax strategy for your situation. No matter if you’re in Los Angeles or anywhere in the US, what is the most efficient way to give back?

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Get the Work Optional Playbook

✓ Tax-efficient strategies to accelerate financial independence
✓ Make the most of RSUs and equity compensation
✓ Avoid the planning mistakes that delay financial freedom

Send Me the Free Playbook

No spam. Unsubscribe anytime.