The end of another year is fast approaching, when advisors often conduct tax management for clients. This includes taking advantage of tax-loss harvesting opportunities and generating EOY portfolio statements showing the value they delivered.

This guide helps advisors optimize tax-efficient investment strategies and provides helpful ways to save time:

  • Visually Showing Tax Savings to Clients 
  • Finding Tax-Efficient Investments
  • Constructing Tax-Efficient Strategies
  • Presenting Strategies to a Client or Prospect
  • Taking Advantage of Tax-Loss Harvesting