Asset location across taxable and sheltered accounts, loss harvesting inside set bands that clear the wash-sale rules, and gain realisation planned alongside your accountant rather than discovered by them in April.
What this covers
- Asset location across account types
- Loss harvesting within agreed bands
- Gain realisation planned with your CPA
- Wash-sale rules respected by design
- Charitable gifting of appreciated stock
- Roth conversion analysis where it helps
