Sponsored by:
Tax Loss Harvesting (TLH) has change into a vital device for advisors seeking to optimize portfolios and assist purchasers handle tax liabilities. Taxes usually signify 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 discover ways to:
● Improve portfolio tax effectivity with the adoption of Direct Indexing
● Use the expertise to assist your agency enhance belongings underneath administration
● Streamline portfolio tax administration to release time to deal with serving purchasers
● Combine Direct Indices with tax planning
● Talk TLH methods successfully to purchasers
This session gives 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 making an allowance for the tax place, holdings, and particular person investing preferences of a consumer. The efficiency of a portfolio utilizing customized indexing could fluctuate considerably from the goal index (known as monitoring error or monitoring distinction), and this variance could enhance with larger customization inside a portfolio.
Tax-loss Harvesting is a course of by which securities buying and selling at unrealized losses are bought to appreciate a taxable loss. Proceeds from the gross sales are then used to reinvest in alternate securities to take care of market publicity. Tax-loss Harvesting can be utilized as a technique to offset realized positive aspects from different investments and/or carried ahead to later calendar years to offset future taxable positive aspects.
Wealth administration companies offered by Orion Portfolio Options, LLC (“OPS”), a registered funding advisor. Orion OCIO companies offered 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 | Suppose Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Suppose Advisor’s father or mother 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 Marketing consultant | Orion Advisor Providers
Stew Martin is a Senior Funding Marketing consultant at Orion Advisor Providers, bringing 25 years of expertise in funding administration to his function. At Orion, Stew performs a pivotal function 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 aims.
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Cannot attend? Register right here for an on-demand recording after the webcast.
