The tax/investment strategies we can do today are INSANE
We can offset capital gains on:
• Business sales
• Concentrated stocks
• Real estate sales
• Carried interest
We can offset income taxes on:
• W2 income
• 1099 income
• RSU vesting
• LTIPs
All while diversifying portfolios and growing wealth.
I’m constantly wondering if we’ll look back 10, 15, 20 years from now and think, “Those were the golden years of tax-aware investing”
What a time to be alive.
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