Tax advantaged solutions
Tax-advantaged long/short advisor playbook
When your clients face transformational wealth events that trigger significant tax consequences, traditional investment strategies may fall short.
Tax advantaged solutions
Tax advantaged solutions, such as direct indexing or long/short, encompass a spectrum of strategies aiming to maximize after-tax returns while maintaining desired market exposure. These solutions may provide a unique combination of benefits and operational efficiencies to address the complex needs of affluent investors, including:
- Seeks to actively minimize tax impacts through a powerful combination of frequent monitoring, rebalancing and year-round tax-loss harvesting opportunities
- Creates a highly personalized portfolio with customization capabilities tailored to individual investor preferences
- Manages tax-optimized portfolio transitions and tax-neutral sell down programs for concentrated positions
- Aims to enhance tax efficiency ahead of a major liquidity event, helping investors minimize tax impact and accelerate capital loss generation
Investor toolkit
Managing wealth with tax-advantaged long/short
A tax-advantaged long/short strategy seeks to generate investment losses strategically to offset your taxable gains while keeping you fully invested.
Tax loss harvesting: upgrade portfolios amidst market volatility
Tax-loss harvesting is a strategy of selling investments at a loss in order to lower taxes.
Advisor insights
-
Three reasons to consider tax advantaged long/short equity investing
Read more: Three reasons to consider tax advantaged long/short equity investing
-
Tax advantaged long/short advisor playbook
-
Advanced Wealth Topics, Tax Optimization, Tax Planning for the Affluent, Tax-Advantaged SMA, Tax-Deferred ExchangesTax optimization strategies for maximum impact
