A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Tax-loss harvesting is when you sell an investment you own that’s now worth less than what you purchased it for. You can then use that loss to reduce your capital gains on other assets, or possibly take a reduction on your tax return.” (Marc Bautis)
Articles
Financial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses? (Marc Bautis)
Podcasts
Episode 120 – Should Your Business Consider Captive Insurance? With Jarid Beck (Agent of Wealth Podcast with Marc Bautis)