Being a Good Loser: Unlocking the Power of Tax-Loss Harvesting
Sponsored by:
For savvy financial advisors, market downturns aren't just a challenge—they're an opportunity. Tax-loss harvesting (TLH) remains one of the most powerful strategies for enhancing clients' after-tax returns, yet many advisors treat it as a reactive, year-end task. This approach leaves significant value on the table and misses the chance to demonstrate proactive portfolio management throughout the year. How can you transform TLH from a seasonal scramble into a systematic, value-added service that deepens client relationships?
Join us for an insightful webcast designed to help you master strategic tax-loss harvesting. We will move beyond the basics to explore how to implement a year-round TLH strategy that adds measurable value and differentiates your practice in a competitive market. Our experts will provide a clear framework for turning short-term market losses into long-term gains for your clients.
In this session, you will learn how to:
● Master the fundamentals of identifying and capturing losses with precision, moving beyond simple year-end reviews to a proactive, opportunistic approach.
● Navigate compliance with confidence, including a detailed review of the wash-sale rule and other key considerations to avoid costly errors.
● Position TLH effectively as part of a broader, tax-smart investment philosophy that resonates with high-net-worth clients.
● Strengthen client relationships by clearly communicating the value of TLH and turning market volatility into a demonstration of your expertise.
Whether you're managing complex individual portfolios or scaling model-based strategies, this webcast will equip you with the actionable insights needed to unlock the full potential of tax-loss harvesting.
Featured Speakers:
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Alex Hagmeyer joined SS&C ALPS Advisors as Director of Quantitative Research in May 2020 and currently is Sr. Director of Quantitative Research and Co-Chief Investment Officer. In this role, Alex is responsible for the quantitative research team supporting investment research, manager oversight, model portfolios, and advisor tools.
Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy's primary focus is working with leading organizations to best market their products, services and technology to the independent Registered Investment Advisor (RIA) industry.
Adam Elover is a Partner of McLaughlin Private Wealth and serves as the firm's Chief Investment Officer. He joined the firm in October of 2024 and plays a pivotal role in the development of investment strategies offered to the firm's high-net-worth clients as well as the management and oversight of all assets under management, many of which are sophisticated portfolios with complex needs.
Questions? Please email: [email protected]