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