“2023 Last-Minute Year-End
Tax Strategies for
Your Stock Portfolio”
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with all the details…
You may have some stocks that are down time but that doesn’t mean you can’t take steps to lessen the damage…if you act by December 31.
Check out these seven strategies that are spelled out in in my article.
Strategy #1: Properly offset gains and losses..
Strategy #2: Properly use long-term losses.
Strategy #3: Avoid the “wash-sale” rule.
Strategy #4: Don’t die with capital loss carryovers.
Strategy #5: Make use of lower tax brackets.
Strategy #6: Donate appreciated stock to charity.
Strategy #7: Don’t donate stock losses to charity.
“2023 Last-Minute Year-End
Tax Strategies for
Your Stock Portfolio”