Tax loss harvesting
Transform your investment losses into strategic tax advantages and optimize your portfolio's performance with AI-driven precision.
Strategic loss identification and utilization
Identify specific securities within your portfolio to offset capital gains, reduce taxable income, and carry forward losses for future tax years.
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Maximize ordinary income deductions annually
Calculate your exact ordinary income deduction while optimizing long-term and short-term loss carryforwards across multiple tax years for sustained tax benefits.
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Multi-year loss carryforward optimization
Project your tax savings over 5+ years by strategically timing loss harvesting to offset future capital gains, potentially saving in taxes through optimal carryforward utilization and gain/loss matching.
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File your return with confidence
Simplify tax reporting with precision, ensuring your tax loss harvesting is accurately captured and filed for stress-free returns.
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