Are you planning on selling any of these soon?
- Vacation home
- Concentrated stock
- Investment real estate
If you will have more than $500,000 in capital gains, it's worth exploring what tax-saving options are out there.
Don't make the mistake of selling before exploring different strategies. Because after you sell, many of your possible strategies no longer work.
Schedule a no-obligation intro call below and learn what strategy might help you solve your capital gains problem.
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