Your Adviser Should Pay Careful Attention to Your Capital Gains and Losses
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.