JR1 wrote:Tell him he's way ahead and be happy to write a big check.
Are there some losses to cash?
ManVsTax wrote:Would he be open to an investment in a Qualified Opportunity Fund?
If not, tax loss harvest as appropriate. Be mindful of wash sales.
newbie wrote:ManVsTax wrote:Would he be open to an investment in a Qualified Opportunity Fund?
If not, tax loss harvest as appropriate. Be mindful of wash sales.
ill take a quick look at Qualified Opportunity Fund. Not very familiar with that
ManVsTax wrote:Not sure how you came to that conclusion.
This is a good place to start: https://www.irs.gov/credits-deductions/ ... unity-fund
newbie wrote:ManVsTax wrote:Not sure how you came to that conclusion.
This is a good place to start: https://www.irs.gov/credits-deductions/ ... unity-fund
ok, thanks. see this link https://www.realwealthnetwork.com/learn ... -benefits/
ManVsTax wrote:Not sure how you came to that conclusion.
This is a good place to start: https://www.irs.gov/credits-deductions/ ... unity-fund
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