From Tax Drag to Tax Alpha: A Practical Guide to Tax-Efficient Investing

Taxes can significantly impact clients' investment outcomes, making tax-efficient investing an essential part of portfolio management.

Join us to learn practical strategies for reducing tax drag and generating tax alpha through asset location, tax-loss harvesting, gain management, and investment vehicle selection. We'll also discuss how advisors can communicate the value of tax-aware investing to strengthen client relationships and differentiate their practice.

Register now

Speakers

Seth Buks

Head of Advisor Strategy Group
Columbia Threadneedle Investments

Colin Decker

Regional Advisor Consultant
Columbia Threadneedle Investments

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Views expressed are those of the presenters, are as of the date indicated and may change based on market and other conditions.

Investing involves risk including the possible loss of principal.

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