I was wondering if somebody can help me find a discussion I know exists. And I am fairly sure that I started it. It was probably 2-4 years ago.
The discussion was basically a checklist of ideas that we can use to help a client reduce or eliminate potential capital gains. For example, loss harvesting, doing an exchange, QOFs.
I have done several searches including "View your posts" and the "Google Search" and cannot find it.
Thank you