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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.
Related guides
How a 1031 exchange works — and how it can affect your situation →
A 1031 exchange lets you sell investment or business real estate and buy more without paying tax on the gain yet. It defers the tax rather than erasing it, and it only works if the rules are followed exactly.
Capital gains: how timing and character decide the tax →
The same dollar of profit can be taxed at 0%, 15%, 20%, 25%, 28% or your ordinary rate, plus 3.8% on top — depending on what you sold, how long you held it, and what else is on your return that year.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
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