How understanding harvesting tax losses and capital gains can improve your practiceBlog added by Steve Savant on April 15, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

One of the basic balance sheet items in tax reduction strategies is matching deductions, exemptions and credits against differing forms of income. But the next level of education is learning how to match up market gains and losses through tax harvesting to minimize taxation. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.

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