How understanding harvesting tax losses and capital gains can improve your practice

By Steve Savant

Ash Brokerage Corporation


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.