Trading
“I receive substantial dividend income from my investment portfolio, how do I ensure these are classified as qualified dividends to receive the lower capital gains tax rate?”
Gains from active trading carry their own rules — short vs long term, wash sales, mark-to-market elections. A session can find what reduces the bill.
In your 30-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.
“I made about $25,000 trading stocks, what will I owe and can I reduce it?”
“I made about $25,000 trading options, what will I owe and can I reduce it?”
“I made about $25,000 trading futures, what will I owe and can I reduce it?”
“I made about $50,000 trading stocks, what will I owe and can I reduce it?”
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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