Stability Amid Fear and Chaos

During the COVID-19 downturn in the spring of 2020, Financial Harvest generated over $3.9M of tax losses in our clients’ taxable accounts while swapping positions to remain fully invested to capture market growth.

This action collectively saved/deferred nearly $1M in future capital gains taxes (assuming a 23.8% capital gains rate) and allows clients to rebalance and use their taxable brokerage accounts for home purchases, remodeling, and other large investments without worrying about the tax bill next year.

This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.

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407-937-0707

1091 W. Morse Blvd., Suite 200

Wealth Enhancement

Stability Amid Fear and Chaos

During the COVID-19 downturn in the spring of 2020, Financial Harvest generated over $3.9M of tax losses in our clients’ taxable accounts while swapping positions to remain fully invested to capture market growth.

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