3 Key Points We’ve Learned About Tax‑Loss Trading for 2024
May 13, 2024
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By Debra Taylor, CPA/PFS, JD, CDFA
The last couple of years have given us some lessons, including how to take advantage of tax-loss trading. It’s not too early in the year to do some tax-loss harvesting to offset taxes on market gains. Act now to help your clients cut their tax bills.