tax-loss harvesting
also referred to as: tax loss harvesting
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 22, 2026 by Michel Del Buono · across every show →
Everything said about tax-loss harvesting, oldest first
May 22, 2026 neutral
Attorneys and CPAs ignore tax-loss strategies that rival complex trust structures
“Where I find that people have difficulty is you hire attorneys, right, and they're going to tell you everything about, or CPAs, about these trusts, but they're not going to have the knowledge
To compare that and contrast that to an investment strategy that gen…”