Sponsored by:
Tax Loss Harvesting (TLH) has turn out to be an important software for advisors trying to optimize portfolios and assist purchasers handle tax liabilities. Taxes typically characterize a big expense for high-net-worth households. It is not about what you earn, it is about what you retain. This webcast explores actionable methods for integrating TLH into your advisory course of.
Attendees will learn to:
● Enhance portfolio tax effectivity with the adoption of Direct Indexing
● Use the know-how to assist your agency enhance belongings beneath administration
● Streamline portfolio tax administration to unencumber time to deal with serving purchasers
● Combine Direct Indices with tax planning
● Talk TLH methods successfully to purchasers
This session offers sensible insights for advisors aiming to ship measurable worth to purchasers whereas sustaining environment friendly portfolio administration practices.
Disclosure: Customized Indexing provided via Orion Portfolio Options, LLC a registered funding advisor.
Customized Indexing is an funding technique whereby a portfolio is managed to imitate an index or different portfolio, whereas bearing in mind the tax place, holdings, and particular person investing preferences of a shopper. The efficiency of a portfolio utilizing customized indexing might differ considerably from the goal index (known as monitoring error or monitoring distinction), and this variance might enhance with larger customization inside a portfolio.
Tax-loss Harvesting is a course of by which securities buying and selling at unrealized losses are offered to appreciate a taxable loss. Proceeds from the gross sales are then used to reinvest in alternate securities to keep up market publicity. Tax-loss Harvesting can be utilized as a method to offset realized beneficial properties from different investments and/or carried ahead to later calendar years to offset future taxable beneficial properties.
Wealth administration providers supplied by Orion Portfolio Options, LLC (“OPS”), a registered funding advisor. Orion OCIO providers supplied by TownSquare Capital, LLC (“TSC”), a registered funding advisor. OPS and TSC are associates and wholly owned subsidiaries of Orion Advisor Options, Inc.
Audio system:
Scott Ferguson | Assume Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Customized and Advertising Content material for Assume Advisor’s dad or mum firm, Touchpoint Markets. Earlier than becoming a member of Touchpoint in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.
Stewart Martin | Senior Portfolio Guide | Orion Advisor Companies
Stew Martin is a Senior Funding Guide at Orion Advisor Companies, bringing 25 years of expertise in funding administration to his position. At Orion, Stew performs a pivotal position in educating purchasers about the advantages of Customized Indexing, serving to them perceive how this tax managed method can improve their funding portfolios and obtain their monetary goals.
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Cannot attend? Register right here for an on-demand recording after the webcast.