Comment by tombert
Yeah, that's fair enough; outside of keeping as much money as I can in ETFs and index funds, my tax strategies are pretty much non-existent since I don't have enough money for it make a huge difference.
Yeah, that's fair enough; outside of keeping as much money as I can in ETFs and index funds, my tax strategies are pretty much non-existent since I don't have enough money for it make a huge difference.
Certainly for anything I actually do, I've not found anything that is better than something like TurboTax gives me.
The scope of what I'm working on is trying to build strategies for holding and selling stock as well in order to minimize taxes. I've only ever used it on paper trades.
If there are any novel or situation-specific conclusions drawn, that sounds like an easy sell to CPAs and independent tax preparers. Maybe even individual tax optimizers.
My naive assumption is that sophisticated analysis will return the same few well-known recommendations almost all the time -- the taxation variant of eating properly, sleeping regularly, and getting appropriate exercise.