{"id":3754,"date":"2025-10-02T09:27:40","date_gmt":"2025-10-02T14:27:40","guid":{"rendered":"https:\/\/www.connerash.com\/blog\/?p=3754"},"modified":"2025-10-06T09:32:57","modified_gmt":"2025-10-06T14:32:57","slug":"october-2025-client-profile","status":"publish","type":"post","link":"https:\/\/www.connerash.com\/blog\/october-2025-client-profile\/","title":{"rendered":"October 2025 Client Profile"},"content":{"rendered":"
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Nicholas owns a small tech startup and has invested in various stocks through his personal investment account. Over the past year, his portfolio included shares of Company A, which he bought at $10,000, and Company B, purchased at $8,000. Recently, Company A\u2019s stock has declined to $6,000, and Company B\u2019s stock has dropped to $5,000. Nicholas decides to implement tax-loss harvesting to reduce his tax liability.<\/p>\n\n\n\n

He sells his shares of Company A at a loss of $4,000 and his shares of Company B at a loss of $3,000. These realized losses can offset his $7,000 capital gains from other investments or, if he has no gains, he can use up to $3,000 of the losses to reduce his ordinary income, carrying the remaining losses forward to future years.<\/p>\n\n\n\n

By doing this, Nicholas effectively lowers his taxable income, saving money on taxes. To maintain his portfolio\u2019s desired asset allocation, he then re-invests the proceeds into similar stocks or funds, avoiding the wash-sale rule. This strategic move helps Nicholas optimize his tax situation while keeping his investment strategy on track.<\/p>\n\n\n\n

Client Profile is based on a hypothetical situation. The solutions discussed may or may not be appropriate for you.<\/sup><\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nicholas owns a small tech startup and has invested in various stocks through his personal investment account. Over the past year, his portfolio included shares of Company A, which he bought at $10,000, and Company B, purchased at $8,000. Recently, Company A\u2019s stock has declined to $6,000, and Company B\u2019s stock has dropped to $5,000. … <\/p>\n

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