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Position: Corporate Development - New York
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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
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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!
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City: Baton Rouge
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The Symposium on Tax-Efficient Investing

Optimizing Loss Harvesting, Portfolio Rebalancing & Capital Gains Deferral Techniques

Have 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

Starts: Sep 9 2008 @ 8:30 AM
End Date: Sep 10 2008 @ 1:15 PM
Location: Hilton New York
city New York
state NY
country USA
costing
RSVP to: World Research Group
phone : 1-800-647-7600
email : info@worldrg.com
web : http://www.worldrg.com/showConference.cfm?confcode=FW08005