As I got to work on my taxes this year it really got me thinking about what WILL happen WHEN the PPS goes where we all want it to go. WHEN it does, and if it does that quickly, I would be making substantially more than I usually make in a year. For context, I make about 40k a year and WHEN SFOR soars, I hopefully will have a few million dollars as income. Is there a person who you experienced investors visit to minimize your tax bill? I have heard of the tax loss selling to offset gains, but I literally only have SFOR in my profile.
Any help would be greatly appreciated. I like to plan ahead for all scenarios.