Capital Gains Calculator
Investors should consider both short-term and long-term capital gains taxes and calculate their outcomes on investments such as real estate, bonds, or mutual funds. We like to help our clients consider all the factors of their investments and walk them through how to plan for capital gains taxation. This may include deciphering if an investment is worth a longer holding period or if other accounts such as an IRA have a better tax advantage. We also alert clients about maximizing losses to help offset capital gains taxes.
Using our calculator, you can start planning on expectant capital gains taxes. This will help you and your tax advisor on how to minimize those gains ahead of tax day.
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