Our thought leadership on financial & health technology solution. Read the latest on industry trends, newest product featured, and how to optimize your workflows for results.Subscribe to our newsletter
BLOGS. November 9, 2022
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.