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BLOGS. November 9, 2022

Market Turbulence Makes Tax-Loss Harvesting Timely

Investors are trying to hold on while global markets continue their roller coaster ride this year. Given these ups and downs, your clients’ portfolios likely include both realized gains from early in the year and unrealized losses from the recent downturn. Now is the time to review a client’s realized gains and plan for tax-loss harvesting (TLH), which is to sell investments that have lost money to offset realized gains with losses, and shave your clients’ capital gains tax obligations for 2023.

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