Need to get your client thinking about tax-loss harvesting? Try this tip.
Need to get your client thinking about tax-loss harvesting? Try this tip.
You should be monitoring your clients’ portfolios for losses all year round. This helps you spot immediate opportunities to tax-loss harvest. You should also book an appointment with your clients for mid-November, well before the annual tax-loss harvesting cutoff of Dec. 31, to discuss whether they should sell certain assets to realize losses that can be used to offset other gains.
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