Are you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then you’re going to want to tune into this episode of The Wealth Cafe! 

On this episode, we aren’t talking about traditional tax loss harvesting; we're talking about opportunities where you can potentially take strategic tax loss gains in your portfolio. Whether you're expecting to see a drop in income and need rebalancing, have a concentrated stock position from a family inheritance that needs to be unwound, or are just looking to reinvest assets based on where markets are moving, we can help examine the nuances of each and help you accomplish your year-end financial goals.  

What we’ll cover:

✅ Deadlines to be aware of.

✅ Three scenarios where you can potentially take strategic tax gains.

✅ Real-life examples.

✅ The importance of a second opinion.

Always remember, when it comes to year-end planning, the focus should be on paying the overall lifetime lowest tax bill, not the lowest tax bill in just one year or in one season of your life. 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

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