|
|
MOST POPULAR
Not Your Father's Financial District
Continental Divide
Travel Guide
CAREERS
Company: Snelling Search Position: Corporate Development - New York City: New York City EVENTS Investment Consultants Forum Opal Financial Group's Investment Consultants Forum is a conference that provides a unique environment for developing dialogue between plan sponsors, managers and consultants. Date: Dec 15 City: New York City READ MORE CLASSIFIED KRESS at Third & Main The hottest mixed-use development in Baton Rouge with first class services that include a doorman, a concierge service, and luxury amenities. Kress is truly the Place to Be! Price: City: Baton Rouge READ MORE POLLS |
The Symposium on Tax-Efficient Investing
Optimizing Loss Harvesting, Portfolio Rebalancing & Capital Gains Deferral TechniquesHave you focused on the tax implications of your investment strategies? While taxes should never be the sole driver of your portfolio decisions, their effect on rate of return should certainly be factored into your considerations. Today’s down market offers a unique opportunity to lower your clients’ tax bill with reduced capital gains. The Symposium on Tax-Efficient Investing shows you how to minimize your clients’ tax burden by capitalizing on loss harvesting, customized indexing and many other tax-aware active and passive management strategies. « other Industry Events
|
|