Went to go meet a CPA for the first time yesterday to try to establish as a new client. It did not go well.
I swear, she couldn't get over the fact that I have made my peace with the idea that I have high capital gains and I am just going to have to sell and pay taxes. That my stocks are in a VERY cyclical industry and that no, I can't hold these until 2028 or longer in the hopes that I can slowly sell piecemeal and income below certain levels to avoid certain tax levels... If I wait until 2028 or beyond, I don't know how much capital gains I'll still have--that solves my tax problem, but in the worst possible way.
Do you ever go through life wondering how people get into certain professional jobs when spending only a little bit of time with them, you realize they're idiots?
The worst was that this one was a personal recommendation.