Let’s run the math. You sell a $2 million portfolio—stocks, crypto, real estate—at a 50% gain. Congratulations, you just made $1 million. Then the IRS walks in with open arms. Depending on your bracket, federal long-term capital gains alone can take 20%. Add the Net Investment Income Tax (3.8%) and, if you’re in a high-tax state like California or New York, stack another 10–13%. In total, $300,000 to $400,000 of… Read More
Delerme CPA | Puerto Rico Tax Incentives