• Making Lemonade out of Lemons with Tax-Loss Harvesting

  • 2022/10/25
  • 再生時間: 13 分
  • ポッドキャスト

Making Lemonade out of Lemons with Tax-Loss Harvesting

  • サマリー

  • Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Sal DiTusa as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks.

    For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors:

    Jeffrey A. Delheimer, CPA
    President
    jdelheimer@pkfmueller.com
    +1 312 346 2347 

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. No strategy assures success or protects against loss. PKF Mueller and Mueller Financial Services, Inc. Are separate unaffiliated entities. Sal DiTusa is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT WEALTH MANAGEMENT LLC, a registered investment advisor and separate entity from LPL Financial.

    Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm.

    Follow us on LinkedIn and YouTube!

    Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

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あらすじ・解説

Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Sal DiTusa as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks.

For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors:

Jeffrey A. Delheimer, CPA
President
jdelheimer@pkfmueller.com
+1 312 346 2347 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. No strategy assures success or protects against loss. PKF Mueller and Mueller Financial Services, Inc. Are separate unaffiliated entities. Sal DiTusa is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT WEALTH MANAGEMENT LLC, a registered investment advisor and separate entity from LPL Financial.

Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm.

Follow us on LinkedIn and YouTube!

Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

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