The Truth About Tax Loss Harvesting [Episode 365]

In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the importance of delivering real value to clients, and the influence of custodians on trading behavior. The conversation emphasizes the need for advisors to focus on controllable factors that align with client goals, while also managing client expectations regarding taxes. The hosts provide actionable insights for advisors to enhance their practices and empower their clients with knowledge about tax management. The Truth About Tax Loss Harvesting [Episode 365] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs - SurgeTK