SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
111 \\ How to Turn Huge Capital Losses into Future Tax Savings
Jun 10, 2024 · 13 min · Episode 11 · 11.1 MB
0:00-13:09
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In this episode, I walk through a real case study of a client facing over a million dollars in business losses and explain how to turn a massive capital loss into a long-term financial recovery plan.
You’ll learn:
- What really happens when you’re stuck with a huge capital loss
- Why the $3,000 annual deduction limit feels useless (and how to work around it)
- How to match future capital gains with current capital losses
- Creative ways to use stock options, investments, and real estate strategies to “eat up” these losses
- How to approach a 5–10 year recovery plan when business or investment bets go wrong
If you’ve ever wondered whether there’s a way to bounce back after a failed business, a bad franchise, or a major market loss, this episode shows you the practical tax and planning strategies to start rebuilding.
Next Steps:
💰Pay Less in Taxes – Start Here! 💰
☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!
📧 Contact Me --> hello@phillipsbusinessgroup.com
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💰Pay Less in Taxes – Start Here! 💰
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