Kohari Gonzalez Oneyear & Brown CPAs & Advisors

Day Trading & Investing

“What’s the tax impact of wash sale rules on my frequent ETF trades?”

CommonDeep Dive · 60 min · $170

Frequent ETF trading can create tax reporting complications when wash sale rules come into play, especially if the same or a substantially similar fund is sold at a loss and then repurchased within a short period. The impact often depends on the account type involved, whether trades are spread across multiple brokerage accounts, and how dividends or automatic reinvestments interact with the trading pattern. In many cases, the disallowed loss is not gone, but is reflected in the cost basis of the replacement shares, which can affect later gains or losses. 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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