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  1. Home
  2. Why Us
  3. Tax Loss Harvesting

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.             

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