Robert Keebler's Excel-based Gain Harvesting Calculator

$10.00 each

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Gain harvesting is a great year-end strategy that could potentially save the taxpayer substantial amounts of capital gains tax. Robert Keebler's Excel-based Gain Harvesting Calculator is a tool that allows practitioners to quickly see what the return on investment of gain harvesting will be depending on the combination of the following variables:

The time period between the gain harvesting and the subsequent sale;

Tax rate in the current year versus the tax rate in the year the asset will be sold;

The asset’s growth rate; and

Any state tax rate.

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