The Power of Tax Deferral

The Power of Tax Deferral explores the benefits of compounding growth on deferred taxation and the role tax-management can play in helping clients maximize after-tax wealth.

Learning Objectives:

• Define tax drag and tax alpha and the impact to clients’ portfolios over time.
• Evaluate different features of tax-loss harvesting and methodologies for implementation.
• Demonstrate the power of loss harvesting and the potential benefits to long-term, after-tax returns.