Tax Loss Harvesting

What is Tax Loss Harvesting?

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or "harvesting" a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining the optimal asset allocation and expected returns.

We offer 10 different automated tax lot selection strategies for clients to choose from.

Strategies to Minimize Capital Gains

• Maximize Losses / Minimize Gains
• Maximize Losses / Minimize Gains, Tax Weighted

Strategies to Maximize Capital Gains

• Maximize Gains / Minimize Losses
• Maximize Gains / Minimize Losses, Tax Weighted

Other Strategies to Manage Capital Gains and Losses

• First In - First Out
• Last In - First Out
• Maximize Short-term Losses
• Maximize Long-term Losses
• Maximize Long-term Gain
• Maximize Short-term Gain

Please Contact Us to learn more.