After donating appreciated stock, a taxpayer can replenish their portfolio with cash to purchase the same or similar stock, which creates fresh tax lots with higher cost bases and enables additional tax-loss harvesting opportunities.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Three ways to extend tax benefits of a loss harvesting strategy

Sources

• Three ways to extend tax benefits of a loss harvesting strategy privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• tax-loss harvesting concept