When the gain happened
Identify whether the gain is still pending, already realized, or tied to a specific tax year.
Match by situation
A large gain can create tax questions and a new investment decision.
Capivise helps you find an advisor who can work with your CPA or attorney on capital gains, cash reserves, charitable giving, trusts, and a plan for reinvesting the money.
Start with the situation you are facing.
Capivise asks what is happening, when decisions must be made, who is already helping you, and what you want from an advisor. Your answers help identify relevant experience.
Before reinvesting
Set aside money for taxes and near-term needs, then compare charitable, trust, investment, and risk-management options.
Relevant experience
Look for an advisor who can plan around capital gains and work with your CPA or attorney.
Decisions after a large gain
- How much to reserve for taxes
- How much to keep available
- When and how to reinvest
- Charitable giving, trusts, and estate planning
Experience to look for
- Capital gains and tax-aware investing
- Working with your CPA or attorney
- Cash reserves and investment timing
- Charitable, trust, income, and risk planning
Find an advisor for this situation.
The first question asks what is happening. From there, Capivise asks about timing, amount, who is helping you, and what you want from an advisor.