650 NE Holladay Street,
The Liberty Centre, Suite 1500
Portland, OR 97232
The last decade has seen extraordinary returns in the stock and bond markets. As a result of these returns, many of the families we work with have accumulated substantial unrealized capital gains. When these appreciated positions are sold inside of a taxable investment account (think non-retirement account), then capital gains are realized and a tax may be due. Here are some practical planning tips for managing the tax due on capital gains:
Please contact our planning team if you would like to discuss these strategies or any other financial planning items.