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URL:  https://boards.fool.com/i-was-taught-investing-by-an-uncle-who-was-a-cpa-34183232.aspx

Subject:  Re: Retail reits Date:  4/17/2019  11:57 AM
Author:  Valuemongeragain Number:  84652 of 86718

I was taught investing by an uncle who was a CPA. For big gains where he wanted or needed to sell he had two methods of dealing with it.

1. What he called peeling the onion, where you sold off a small to medium portion of a big holding with a big gain each year never paying too much in taxes.

2. Just pay the @#1& tax.

Different situations like tax rates, company fundamentals, and your personal situation may lean towards one or the other method.

Since Bush II, tax rates have made Method #2 more palatable.

I have had both methods provide great and poor results.
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