Broker Check
27 July
Tax Planning Strategies during Market Declines


Market volatility can provide plenty of opportunities for portfolio rebalancing, as well as several tax planning strategies which can provide additional long-term benefit. We will go through a list of proactive tax strategies that we believe are worth exploring to take advantage of the current market environment.

  • Investment Tax Overview
  • Tax loss harvesting
  • Reduce concentrated stock positions
  • Roth IRA conversion
  • 529 super funding
  • Life insurance over funding
  • Gifting

Date and Time

Wed, Jul 27, 2022

3:00p - 4:00p EST


Zoom Webinar


Event Registration