Think long-term – take advantage of the short term
This is about more than tax-loss harvesting. It's about creating long-term wealth for clients—and for your business.
Capitalize on this moment: Demonstrate to clients how much they may save—and earn—when investing in tax-managed solutions. Consider also the positive impact that reduced tax drag may have on your own business.
Take action – the time is now!
The market volatility in recent weeks has been unnerving for many. However, there may be a silver lining—especially for tax-sensitive investors. Those accounts that were ripe for transition to a tax-managed approach, but had large embedded capital gains? Their transition may now be less disruptive in the short-term and more valuable in the long-term.
Get started: Build your tax-smart prospect list
Select the clients who may benefit from tax-managed investing and prioritize them depending on their current situation. Remember client’s cost basis, marginal tax rate and their specific situation need to be considered.
Clients with loss harvesting opportunities created by recent market pullbacks
Clients who have cash on the sidelines and/or have come into large cash distributions
Taxable trusts: They cross the top marginal tax rate at just $12,951 of taxable income
And then what? Make the switch to tax-management
Try our tax-management tools.
Demonstrate the value of tax management to your clients.