Nathan Merrill and Karl Frank discuss both sides of the tax question when it comes to year end planning ... particularly around harvesting losses, or basis resets with harvesting gains. Maybe not intuitive but valuable insights.
Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits you the most. After that, Karl and Nate flip the topic on its head and give you what could be a great idea you might not have thought about: harvesting the gains of your favorite investments!
For more information, visit us at www.expertnetworkteam.com or shoot us an email for an initial free discovery meeting, info@expertnetworkteam.com. Happy holidays from the ENT!