Year-End Stock Strategies for Savvy Investors - 0.2 CPE Disaster loss Recognize the 2026 educator-expense deduction

Recognize the 2026 educator-expense deduction rules and planning approaches that help eligible K–12 educators maximize tax savings while staying compliant

capital gains

2 Nano CPEBuild niche expertise faster by mining industry insights and interpretations

Tax and accounting professionals advising employees

real-world application

Year-End Stock Strategies for Savvy Investors - 0.2 CPE Disaster loss Recognize the 2026 educator-expense deductionear 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