Frederick Hubler, Founder and CEO of Creative Capital Wealth Management Group, discusses the importance of planning for next year’s taxes with tax-beneficial alternative investments. https://lnkd.in/eQc7KbGX
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Long-term investment success is about more than the initial investment decision. As tax professionals know, timing can have a dramatic impact on the tax consequences for investment activities—but timing can also be used to your clients’ advantage. Remember that appreciation on investments is not considered taxable income until that investment is sold. Though there has been a lot of talk about whether to introduce a tax on unrealized gains, currently no such tax exists on the federal level. This means that until an asset is sold and a gain is recognized, there is still an opportunity to use proactive tax planning to mitigate that final tax impact. Here is a quick overview of how to leverage timing in the sale of an asset and which taxes to look out for when it comes to investments.
Tax Strategies for Investments: Controlling Timing for Capital Gains - Certified Tax Coach
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Maximize Returns: ATO's Breakdown of Early Stage Investment Tax Benefits https://bit.ly/49SEci2
Maximize Returns: ATO's Breakdown of Early Stage Investment Tax Benefits
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Family Wealth Director, Managing Director, Senior Portfolio Management Director, Investing With Impact Director, Wealth Advisor at Morgan Stanley
What is Tax-Loss Harvesting exactly? Though most of us are unhappy when our investments decrease in value, there is a silver lining: Our investment losses can become tax benefits through tax-loss harvesting, a tax-efficient strategy that can help minimize the amount of current taxes you pay on your investments. Tax-loss harvesting is a timely discussion point as we head toward year-end, but it's also a strategy that can help year-round. Take a look at this article to learn more. https://mgstn.ly/47BKwsw
Tax-Loss Harvesting Can Work Year-Round for Investors—Here’s How | Morgan Stanley
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A key strategy for boosting long-term investment returns is being smart about tax efficiency. As you review your income and portfolio, consider these steps below to help reduce taxes on your investments. #TheNorthshoreGroup #TaxManagement #TaxDay
5 Steps that May Reduce Taxes on Your Income and Portfolio | Morgan Stanley
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Do you feel like you pay too much in taxes? Do you have a taxable brokerage account? If you answered yes to these questions, consider tax loss harvesting as a tax mitigation strategy. It can seem cumbersome, but if you understand the basics you can do it. In my latest article I discuss the ins and outs of this investment strategy. https://lnkd.in/gjc_PKit
Tax Loss Harvesting: A Smart Strategy for Maximizing Investment Returns
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What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills? Tax loss harvesting is a tax-efficient investing strategy that can help minimize the amount of current taxes you have to pay on your investments. Click below to learn more, and please feel free to reach out if you have any questions. #investing #taxes #investors #MorganStanley
Tax-Loss Harvesting Can Work Year-Round for Investors—Here’s How | Morgan Stanley
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As we touched on in "Organize Your Investments: A Guide to Structuring Your Portfolio for Long-Term Success," when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you manage for this challenge? It helps to identify which trades can be placed promptly, and which may be better managed over time. Read today’s blog where we explore. https://buff.ly/4awzaqM #financialplanning #taxes
Navigating Capital Gains Taxes: Strategies for Smoother Transitions - Denver Private Wealth Management
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A key strategy for boosting long-term investment returns is being smart about tax efficiency. As you review your income and portfolio, consider these steps below to help reduce taxes on your investments. #TheNorthshoreGroup #TaxManagement #TaxDay
5 Steps that May Reduce Taxes on Your Income and Portfolio | Morgan Stanley
morganstanley.com
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