Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“What’s the tax impact of my stock trading gains, and can I bring it down?”

CommonDeep Dive · 60 min · $170

Stock trading gains often have different tax treatment depending on whether the activity is short term or long term, how long positions were held, and whether the trading rises to the level of a business or remains investing. The type of account also matters, since taxable brokerage accounts and retirement accounts are generally handled differently. In many cases, the recordkeeping around purchase dates, sale dates, fees, and losses shapes the final result, along with whether losses can offset gains in the same year or over time. A short conversation with a CPA can sort out what applies to your specific numbers.

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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