Year-End Stock Strategies for Savvy Investors - 0.2 CPE Disaster loss the Section 1202 exclusion

the Section 1202 exclusion

extension rules

Bonus depreciation is often viewed as an automatic tax benefit

missed wash sale considerations

New 2025 Deductions Come With New Reporting Risk

Year-End Stock Strategies for Savvy Investors - 0.2 CPE Disaster loss the Section 1202 exclusionear end is when smart investing and smart tax planning finally meet. Clients with equity positions are often sitting on unrealized gains, losses, or stock options and the choices they make before December 31 can materially change their tax outcome next year. This course gives you a practical, advisor ready framework for helping clients make those moves confidently and compliantly. Learning Objective Identify key year end stock tax strategies to help