Capital Gains Tax Trap

Brought to you by Corey Keltner

On December 12, 2019

Long term capital gains offer lower tax rates but can inadvertently cost some middle income clients additional taxes. In this video, we will discuss how the tax trap works and ways to possibly avoid or minimize it.

We will discuss:

  • How to use the Tax Clarity software to identify the trap
  • Breaking down the tax calculations to understand the stacking effect
  • Why you can reduce or eliminate both tax calculations by lowering ordinary income

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