Capital Gains Advisory

Capital Gains Advisory

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"But in this world nothing can be said to be certain, except death and taxes." -- Benjamin Franklin CGI Advisors is a tax and financial advisory business.

We help our clients navigate the world of investing AND the tax consequences that come with it. Specific situations which may require knowledge of both investing and tax include:

-Inheritance and Estates
-Large Capital Gains from Stock/Home Sales
-Setting up a retirement account as a self employed/small business owner

Unlike most tax firms, we can legally provide investment advice. And unlike mo

05/26/2026

🚨 Tax Refund Opportunity! 🚨

Thanks to the major Kwong & Abdo court rulings a massive window may be open to claim previously missed tax refunds, interest suspensions, and penalty relief for tax years 2019–2022.

⚠️ The clock is ticking—the deadline to file these refund claims is July 10, 2026.

Check your eligibility and act fast. Not sure where to start? As Enrolled Agents, we can help!

Book with us on our Linktree or via our website at https://cg-advisory.net/

02/14/2026

So I'm hearing that the IRS is picking up in audits of preparers for due diligence on Child and Earned Income Credit.

I have mixed feelings about this. On the one hand, I'm happy that the IRS is going after preparers who break the rules.

On the other hand they likely will be going after preparers who serve certain communities and will ultimately exacerbate many of the problems that financially underserved individuals deal with.

That's because the most predatory preparers don't have PTINs or EFINs. They are what we call ghost preparers and tracking them can often be much more difficult than going after a tax office.

Furthermore there are bigger enforcement issues that are being ignored. Specifically around preparers filing fraudulent business returns with imaginary or improper deductions. Or ultra wealthy tax evaders who improperly use certain strategies to evade their tax obligations.

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Atlanta, GA