Topics covered include: 

• Review of traditional long only direct indexing 
• The problem of traditional long only direct indexing 
• Comparison of long-only and long/short direct indexing 
• User case studies 
  • Investors who have had long-only direct indexing for a few years and can no longer harvest losses 
  • Investors who would like to contribute to an exchange fund but there’s no availability 
  • Investors who want to harvest losses quickly, e.g., 20–60% of the portfolio in a year 

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.