Unlocking Tax Alpha with Direct Indexing - Tax Forward Investing Center

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CFP / CFA / IWI / CPA
CE Credit

Unlocking Tax Alpha with Direct Indexing readies advisors to harness direct indexing for tax-efficient portfolio management.

Learning Objectives:

Combine tailored portfolio construction with tax management to capture ongoing market-driven opportunities for loss harvesting.
Understand tax alpha and the benefits of portable losses to help defer and offset gains elsewhere within clients’ portfolios.
Recognize the various applications of direct indexing and the ability to implement this customizable yet scalable solution.

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Eaton Vance.

If you are having any issues during registration, please send an email to ce@riadatabase.com