Skip to main content
CFP Board LMAP Logo
Search Let's Make a Plan
Find a CFP® Professional
Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CERTIFIED FINANCIAL PLANNER™ Professional Search

cancel
Provided By CFP Board
Topics A-Z

Tax Planning

The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences.

Leveraging Structured Installment Sales to Minimize Capital Gains Taxes on the Sale of a Business or Property

If you’re seeking to use stocks you’ve held onto for a long time for capital tax-loss harvesting, there is an innovative way to do so while incorporating short positions. However, tax-loss harvesting methods often have limitations regarding the amount of capital losses that can be generated in the same tax year as the capital gain income.

Find a CFP® Professional

Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CERTIFIED FINANCIAL PLANNER™ Professional Search

cancel
Provided By CFP Board