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Capital gains tax updates, planning strategies, and expert commentary.

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Dec 15, 20252 min read

Should You Sell in December or January?

A decision tree for timing year-end capital gains when you are straddling multiple tax years.

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Nov 1, 20252 min read

Three practical loss harvesting moves you can execute before year-end and how much each one might save you.

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Feb 12, 20252 min read

A before-and-after comparison showing how moving from California to Texas alters the tax on a $750,000 real estate gain.

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Feb 5, 20252 min read

A quick tour of the 2025 federal capital gains brackets, NIIT thresholds, and what they mean for your year-end planning.

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