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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