Plan Vision Podcasts (2020): Jason Lynch Taxes

Jason talks about taxes, Tis the season…

After the interview, Jason wanted to clarify as follows:

“During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.”

Podcast Date: 03/19/20