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Making Lemonade out of Lemons with Tax-Loss Harvesting
Manage episode 344520478 series 3003199
محتوای ارائه شده توسط PKF Mueller. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط PKF Mueller یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
You’ve probably heard the popular phrase, “when life gives you lemons, make lemonade.” It means to take a negative situation and turn it into a positive one.
In the case of a down market, turn paper losses (lemons) and net them against capital gains to keep more money in your pocket (lemonade).
Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Wealth Advisor, Sal DiTusa, MBA, CEPA, as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks.
For more information, visit www.pkfmueller.com or contact one of our qualified advisors:
Jeffrey A. Delheimer, CPA
President
jdelheimer@pkfmueller.com
+1 312 346 2347
Sal DiTusa, MBA, CEPA
Wealth Advisor
sditusa@muellersolutions.com
+1 847 717 8302
Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
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PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.
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