Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling

Watch this webinar replay with John O’Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility. The expert panel of both tax and technology experts covered:

•    Benefits of tax loss harvesting and when it’s appropriate to have the conversation with clients
•    The myth that tax loss harvesting is only worthwhile for high-net-worth (HNW) clients
•    Risks around tax loss harvesting, including the wash sale rule, suitable substitutions, and more
•    Challenges with tax loss harvesting, including gathering accurate data
•    Conversations you should be having with your tech providers
•    How technology and aggregated open and closed tax lot data can help make the tax loss harvesting process more efficient and help advisors scale the process to all clients

Financial advisors, wealth management executives, and technology and operations leaders looking to harness the power of tax loss harvesting and make the process more efficient with innovative technology should not miss this informative webinar.