Futures & broad-based options — 60% long-term regardless of holding.
Regulated futures contracts, broad-based index options (SPX, NDX), and forex fall under §1256: 60% long-term / 40% short-term capital gains treatment, regardless of holding period. Blended max federal rate ~26.8% vs 37% short-term. Mark-to-market at year end.
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Front-load depreciation on real estate to slash current-year taxes.
Turn W-2 income into tax-free passive rental losses.
Defer capital gains indefinitely by rolling into bigger real estate.
Defer + eliminate capital gains via OZ funds.
Rent your home to your business up to 14 days/year — tax-free.
Deduct 20% of pass-through business income.
Slash self-employment tax on profits above ~$50K.
Expense equipment, vehicles, and property in year one.