Holistic tax management: What are advisors missing?

1 CFP / IWI / CFA CE Credit

Holistic tax management:
What are advisors missing?

Now On Demand

No future lessons/sessions currently scheduled.

Advisors have a lot on their plates and planning for their clients’ taxes and tax loss harvesting eat up much of that time. In this session, we’ll walk advisors through some solutions they can use to go on the offensive when it comes to their clients’ taxes and incorporate truly active, holistic, tax management.

We’ll dive into market cycles and where some of those tax management opportunities are found
We’ll touch on a tax overlay service and how this practice-level solution is able to find and take advantage of these opportunities
We’ll also talk about using this service to transition non-qualified accounts in a tax efficient manner
Lastly, we’ll discuss how this solution differs and can even be a more thorough approach than standard direct-indexing

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