Judson Gee's Guide to Tax Mitigation Strategies for High-Income Earners, Investors & Business Owners [USA TODAY]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: USA TODAY
While many financial advisors focus on basic tax strategies, such as tax-loss harvesting, more advanced methods exist that can potentially legally and significantly reduce tax burdens. Judson Gee, Managing Partner of JHG Financial, has built a reputation as an expert in tax mitigation, specializing in strategies that help business owners and high-net-worth individuals retain more of their wealth while remaining compliant with tax regulations. Many investors undertake tax-loss harvesting at the end of each tax year, a strategy that involves selling stocks, mutual funds, and other securities at a loss to offset realized gains from other investments. This practice can be particularly useful for minimizing capital gains tax, which can reach up to 20 percent for long-term gains. Additionally, high-income taxpayers are subject to a 3.8 percent net investment income tax on earnings above $200,000 for individuals and $250,000 for married couples filing jointly. While tax-loss harvesting pro
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RJF
Earnings
- 10/22/25 - Beat
RJF
Sec Filings
- 12/17/25 - Form 8-K
- 12/17/25 - Form 4
- 12/17/25 - Form 4
- RJF's page on the SEC website