Got Crypto? - Blog | Palma Financial Services

Do you have crypto now?

When cryptocurrencies first became available, the IRS had little to say about them, but today it’s clear what activity is taxable.

And I want to help you SAVE on taxes.

If you are holding onto losses and looking to get rid of your investments, I can help you determine the optimal time to recognize those losses.

If you have both gain and loss positions and want to cash out part of your holdings, I can use asset identification to reduce the tax impact of generating needed cash.

I’ve even got tax strategies BEYOND crypto that could help you save money this year.

It’s better not to pay the IRS any more than you have to, right?

Let’s talk —-> [schedule a time here]