Year-End Stock Strategies for Savvy Investors - 0.2 Nano CPE

ear-end is when smart investing and smart tax planning finally meet.

Clients with equity positions are often sitting on unrealized gains, losses, or stock options — and the choices they make before December 31 can materially change their tax outcome next year. This course gives you a practical, advisor-ready framework for helping clients make those moves confidently and compliantly.

Learning Objective

Identify key year-end stock tax strategies to help clients reduce investment-related tax liability.

Course Description

This 10-minute nano-learning course gives tax and accounting professionals a clear framework for advising clients on year-end stock tax planning. Participants learn practical techniques such as loss harvesting, wash-sale avoidance, smart timing of gains or option exercises, and charitable stock giving to improve tax outcomes.

Who This Is For

Tax and accounting professionals advising clients with stock portfolios
Advisors supporting clients with stock options or year-end equity transactions

Why It Matters

Year-end offers a narrow window to lock in capital losses, avoid wash sale disallowance, and match gains and losses for maximum rate efficiency. Getting the timing wrong can erase deductions or increase tax cost, while getting it right can meaningfully reduce a client’s total liability.

Author / Instructor 

Lee T. Reams, Sr., BSME, EA
Lee T. Reams, Sr., EA is an owner and Editor-in-Chief of CountingWorks and a long-time educator in tax practice and planning. He is also a nationally recognized speaker and course author known for turning complex tax topics into practical guidance for working professionals.

Course Details

This course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Finish the Year Strong

Start Year-End Stock Strategies for Savvy Investors and gain a clean, repeatable approach to helping clients harvest losses, avoid wash sales, time gains and option exercises, and use charitable stock giving to maximize tax efficiency before year-end.