marcusgrayson

Marcus brings competitive fishing experience and professional guiding credentials to his role as an outdoor writer. His specialty lies in tournament fishing strategies and advanced angling techniques for both freshwater and saltwater environments. With a focus on innovation and adaptation, Marcus helps readers stay ahead of changing conditions and fish behavior.

How to Sell Private Company Stock and Report Capital Gains Correctly

Learn how to sell private company stock step-by-step: approvals, valuation, buyers, closing, and reporting capital gains without tax surprises.

Selling a Concentrated Stock Position: Smart Tax Strategies to Diversify

Learn how to sell a concentrated stock position gradually using multi-year strategies, tax-loss harvesting, and smart timing to cut your capital gains tax.

Crypto Tax Calculator: Simple Tools to Track Your Tax Liabilities

A crypto tax calculator imports your trades, calculates gains and losses, and sorts taxable events so you file accurately without the spreadsheet chaos.

Coinbase Reporting to IRS: What Transaction Data Gets Shared

Coinbase reports your crypto trades to the IRS on 1099 forms. Learn what they send, what's missing, and how to reconcile before you file.

Donating Appreciated Stock to Charity: Bypass Capital Gains Tax

Donate appreciated stock to charity, skip capital gains tax, and deduct full market value—double the impact with one smart move.

Cryptocurrency Wash Sale Rules: Current Tax Treatment and Loss Harvesting

Wash sale rules don't apply to crypto—yet. Learn what that means for tax-loss harvesting and when the IRS might still challenge your trades.

How to Determine Cost Basis for Inherited Assets Before Selling

Learn how to determine cost basis for inherited assets before selling. Get the right number now to avoid huge tax surprises later.

Concentrated Stock Position Tax Mitigation Through Smart Diversification

Sell a concentrated stock position without handing a third to taxes. Practical moves to diversify tax-efficiently and protect your gains.

Pre-Sale Tax Steps for Selling a Business Interest: Smart Owner Moves

Cut your tax bill before you sell. The pre-sale tax steps that save serious money when you exit your partnership or business stake.

How to Use the Primary Residence Exclusion to Avoid Capital Gains Tax

Learn how to use the primary residence exclusion to avoid up to $500k in federal capital gains tax when you sell your home.

How to Plan a Large Stock Sale to Minimize Capital Gains Tax

Plan your large stock sale with simple steps to cut capital gains tax. Timing, losses, and donations can save you thousands before you sell.

Charitable Remainder Trust to Defer Capital Gains Tax on Asset Sales

Defer capital gains tax with a charitable remainder trust. Sell appreciated assets tax-free, get income, and support charity. Is it right for you?

Section 1202 QSBS Sale Planning That Saves Startup Founders Millions in Taxes

Section 1202 QSBS can save founders $10M+ in taxes. One mistake kills it. Here's how to protect your exit before you sell.

How to Rebalance a Taxable Portfolio Without Triggering Capital Gains Taxes

Rebalance your taxable portfolio without triggering big capital gains. Use new cash, loss harvesting, and smart lot selection to stay on target tax-free.

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