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Capital Gains Taxation

Capital gains are common for our client base & may result from:

  • Equity compensation, vested shares, RSUs, etc.
  • Sale of a primary residence or rental property
  • Liquidation of stock portfolio or inherited assets
  • Sale of business interest or sale of entire company

For these types of situations, we are frequently approached with the following questions:

  • How much tax should I set aside for this proposed situation (planning)? 
  • Are there any tax-saving strategies for me available for me to limit my capital gains? Hint: there are quite a few, some of which can eliminate the gains in certain cases
  • Can I use tax-loss harvesting techniques to optimize my tax obligation? 
  • Can you assist with filing my annual tax return? 
  • Should I make estimated tax payments, and if so, how much?
  • How are state taxes computed? 
  • Are there better tax outcomes if I wait? 
  • If I am selling a rental property, how is depreciation recapture accounted for?
  • If I am selling inherited assets, what is my “cost basis?”
  • Can I construct a plan for more than one year of equity vesting, exercises, and sales?

These (and more) are all common scenarios that we compute for the clients.

Contact us at if you would like to get started with an analysis, tax return, or to book a consultation to discuss strategy.

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