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The Symposium on Tax-Efficient Investing
Optimizing Loss Harvesting, Portfolio Rebalancing & Capital Gains Deferral TechniquesHave you focused on the tax implications of your investment strategies? While taxes should never be the sole driver of your portfolio decisions, their effect on rate of return should certainly be factored into your considerations. Today’s down market offers a unique opportunity to lower your clients’ tax bill with reduced capital gains. The Symposium on Tax-Efficient Investing shows you how to minimize your clients’ tax burden by capitalizing on loss harvesting, customized indexing and many other tax-aware active and passive management strategies. « other Industry Events
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