Tax Loss Harvesting

Tax Loss Harvesting - Capital Gains/Loss Management

Speaker: Venkat

Concepts of Capital Gains & Loss Management along with associated tax implications.

In this session we shall discuss following:

1. Capital Gains & Loss – Short term vs Long Term?

2. Tax Implications of Capital gains/Loss

3. Wash sale definition & concepts?

4. Management of Taxes (Tax loss harvesting).

5. Examples of Tax management

Prerequisite:

• Basic knowledge of capital gain/loss

Who can attend?

Anyone who wants to learn about management of capital gains/loss and associated taxes.

What to expect during session?

Introduction to the topic, and explanation of concepts.

Note: This session is not in lieu of any tax advise that one may seek from their tax professional.

Do we need any specific service or software to implement this strategy?

No.