art werner: tax loss harvesting re-examined | quick tax tip

unpack the basics—and the big misses—of capital gains planning.

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quick tax tip
with art werner
cpe today

many accounting professionals may recall the concept of tax loss harvesting from their very first income tax course. but this seemingly elementary strategy can have powerful implications—and far too many practitioners and clients are overlooking it.

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“each year, clients walk into offices with their 1099s in hand, showing large capital gains,” werner explains. “at that point, there’s not much we can do except report what’s already happened. that’s the role of a historian, not an advisor.”