What if your biggest financial losses could actually work in your favor? In this episode of Inside the Ascent, we’re joined by our tax editor Justin Quen, CPA, to explore how Arizona investors can turn market volatility into a strategic tax advantage. From capital losses and tax-loss harvesting to the unique benefits of Arizona’s 2.5% flat income tax, Justin breaks down what you need to know to make smarter year-end decisions—and potentially save thousands.

Why Listen?

Learn how to turn investment losses into tax-saving opportunities Understand how to offset capital gains before the year ends Discover how Arizona’s tax system affects your investment strategy Get expert advice from Justin Quen, CPA, on timing and planning

Links & Resources:

Arizona Department of Revenue: (https://azdor.gov)

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Have a question or insight to share? Tag us on social @ArizonaAscent and let us know how you’re planning for tax season. Subscribe to Inside the Ascent and leave a review to hear more real-world strategies from local experts.