Topics covered include: 

• Introduction of direct indexing and how it works.
• Comparison of direct indexing with traditional investment strategies.
• Tax-loss harvesting and its potential impact on after-tax outcomes.
• Considerations of implementing direct indexing strategies.
• Explore direct indexing use cases and strategies, including:
  • Core equity holding
  • Wealth planning
  • Concentrated stock positions
  • Customization and value alignment 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. 

Advisory services offered through Taurus Financial, a registered investment advisor. Certain investment advisor representative (IAR) of Taurus Financial is also registered representative of and offer securities through LPL Financial, member FINRA/SIPC. Taurus Financial is a separate entity from LPL Financial. 

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.