With tax season well underway, many advisors are navigating discussions concerning clients’ 2021 tax impacts. While these conversations taking place right now are critical, at Ethic we believe that a tax-loss harvesting strategy is most effective when ongoing throughout the entire year. Investments can be volatile, and tax-loss harvesting opportunities that present themselves early in a year—much like we’ve seen recently—may fade just a few months later.
Our upcoming webinar will highlight how Ethic’s year-round tax management strategies can help you deliver additional value to your clients. Join us on Tuesday, March 29th at 1:30 PM PST / 4:30 PM EST as we explore how our approach to portfolio management makes it easier to balance your clients’ impact goals, financial preferences, and tax considerations.
Please note: Investments & Wealth Institute® and CFP Board has accepted Tax Management in Ethic Portfolios for 1 hours of CE credit towards the CIMA®, CPWA®, CIMC®, RMA® and CFP® certifications.
CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.