Explore how advisors can move beyond December tax-loss harvesting to a year-round tax management strategy, coordinate tax planning across the household, and use technology to make these capabilities more accessible across the client base.
Tax-loss harvesting is often treated as a year-end task, but advisors have opportunities to manage taxes throughout the year. From capturing losses and planning charitable gifts to coordinating portfolio transitions and future gains, a more comprehensive approach can help clients make better decisions about their after-tax wealth.
Join Alex Hagmeyer, Co-Chief Investment Officer at SS&C ALPS Advisors, as it's explored how advisors can move beyond December tax-loss harvesting to a year-round tax management strategy, coordinate tax planning across the household, and use technology to make these capabilities more accessible across the client base.
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