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September 2025
Tax-Efficient Strategies
Capital gains taxes can significantly impact the returns on your investments. By working with a tax professional they'll help you understand the difference between short-term and long-term capital gains tax rates, ensuring that you are minimizing your tax liability.
Utilize tax-efficient strategies, such as tax-loss harvesting, where you offset gains by selling other investments at a loss. This approach can help reduce your overall taxable income for the year.
For business owners, capital gains may arise from the sale of a business or property. A tax professional can help structure the sale in a tax-advantaged way, taking into account depreciation recapture and other complex issues that could affect the final tax outcome.
Consulting a tax advisor ensures that you're making informed decisions as they are up to date on new tax laws.
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