On-Demand Webinar - Holistic Tax Management: What are Advisors Missing?

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.

In this on-demand webinar, we:

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