As we approach capital gains distributions from funds, it is crucial for advisors to understand how to build tax-advantaged portfolios to meet their clients’ needs.
In our upcoming RIA First Friday webinar, we will focus on how advisors can help safeguard their clients’ portfolios. My colleague Brad Zucker, Senior Product Strategist, will discuss how advisors can analyze and plan for capital gains and potential tax consequences in portfolios. Additionally, Jay Jacobs, U.S. Head of Thematics and Active ETFs, will dive into active ETF trends and their potential to address tax implications.
RSVP for the call to discover strategies and best practices that can potentially help your clients keep more of what they earn -> https://lnkd.in/dUzjPSYJ.
#taxes #investing
AI-Security Cyber GenAI Data I Banking Strategy Adviser | Speaker @ Imperial College London | Adversarial Threat Bayesian LLM Models | Fraud Identity AML KYC | Regulatory, Compliance | Financial Services Consulting
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