Imagine a strategy that can turn your underperforming investments into powerful tax-saving tools. On this episode of The Lawyer Millionaire Podcast, host Darren Wurz explore tax loss harvesting—a method that can significantly reduce your tax liability while keeping your financial plan intact.

Darren discusses:

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• Tax loss harvesting and its application for taxable accounts.
  
• A step-by-step process to effectively implement tax loss harvesting within your investment strategy.
  
• Real life examples of clients that have successfully utilized tax loss harvesting to mitigate their tax burdens.
  
• The optimal time of the year to review your portfolio and make tactical adjustments.
  
• Understanding the IRS wash sale rule to avoid penalties.
  
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Resources:

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  • Schedule a Call with Darren
    
  • Wurz Financial Services
    
  • The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz
    
  • LinkedIn: Darren P. Wurz
    
  • The Lawyer Millionaire Podcast and Book Club
    
    To connect with podcast guests and other law firm owners, discuss these topics further, and access our quarterly book club, join our LinkedIn Podcast and Book Club