← All services
Capital Gains Tax Planning
Analysis of timing, character, and offset strategies for anticipated or realized capital gains and losses.
What we'll need
- Details of the asset(s) being sold or considered for sale
- Purchase price and date, and any basis adjustments
- Records of other capital gains/losses for the year
- Anticipated sale date, if not yet completed
Key due dates
Ideal Planning Window
Before the transaction closes
Individual Return (Form 1040)
April 15
Dates shown are general guidance and may shift for weekends/holidays or your specific situation.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
Let's talk →