LarsonAdvisors #1 - 11/15/2021 - year end tax ideas

2 years ago

-Why tax harvest your portfolio
-Save on capital gains through stock gifting
-When you need a large deduction for the current year

*These videos are for educational purposes only and are not a recommendation to buy or sell any security. Concepts mentioned in these videos is not to be construed as legal or tax advice. Consult your own professional advisors when considering the application of any financial strategies.

Larson Financial Advisors
13625 Ronald Reagan Blvd. Building 10-100
Cedar Park, TX 78613
(512) 910-2722
www.larsonadvisors.com

Loading comments...