Comment by quesera

Comment by quesera 3 days ago

1 reply

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.

tombert 15 hours ago

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.