Day Trading & Investing

“How do wash sale rules affect my taxes if I’m trading stocks all the time?”

CommonDeep Dive · 60 min · $170

Wash sale rules can matter a lot for frequent stock traders because they may limit when a loss is recognized for tax purposes, especially when the same or a substantially similar position is repurchased in a short window. The impact often depends on how often trades are repeated, whether the positions are held in taxable accounts, and how losses are recorded across multiple trades or brokers. For active traders, recordkeeping is often important because the timing of buys and sells can change the tax picture, and the effect may also interact with short-term gains and losses in ways that are not always obvious. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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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