Day Trading & Investing

“How do wash sale rules affect my ETF trades if I’m buying and selling a lot?”

CommonDeep Dive · 60 min · $170

Frequent ETF trading can create wash sale issues when a loss is followed by a substantially identical purchase in a taxable account, and the tax result often depends on the timing of the trades, the specific ETF or fund involved, and whether similar positions are held across multiple accounts. The treatment can also vary when purchases happen in an IRA, a spouse’s account, or through automatic reinvestments. For active traders, recordkeeping is often as important as the trade itself because disallowed losses may be added to the cost basis of the replacement shares. A focused session can map this against your actual situation in plain English.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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