Day Trading & Investing

“I made a big gain trading options, what taxes am I looking at?”

CommonDeep Dive · 60 min · $170

A large options gain can raise several tax questions, and the answer often depends on how the trades were structured, how long positions were held, and whether any special election or trading status applies. Options activity can create short-term or long-term capital results, and in some cases the timing of recognition is affected by assignment, expiration, or closing transactions. Records from the brokerage, cost basis details, and any related wash sale or carryover items can also shape the final outcome. State tax treatment may differ as well, depending on where you file. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

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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