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Daily Archives: September 1, 2020

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Tax Efficiency: Using the Right Tool for Better Client Outcomes

AssetBook NewsBy Ken ParkSeptember 1, 2020

Planning for tax efficiency in client portfolios during times of volatility is essential for clients, and easily accomplished with the right tools. In today’s bear market, tax efficiency management is used to harvest losses and adjust assets in client portfolios. When clients are still reaping long-term gains, paring losses can reduce clients’ tax liabilities and…

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