Austin Cioffi

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill. https://bit.ly/3QNiyEv.

Tax-Loss Harvesting: Definition, How It Works - NerdWallet Tax-loss harvesting involves selling assets at a loss, with the intention of repurchasing similar assets at a later date. It is a strategy that some investors use to potentially reduce short-term capital gains taxes.

Only 33% of business owners have identified a successor to the business. Putting a buy/sell agreement in place can offer you peace of mind and help grow business value. Let’s get started with your succession plan today.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

For many, finances are a source of emotional stress. But managing finances and managing emotions often follow the same path to success. I can help with your financial path.