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Tax Opportunities Amidst Volatility: How Top Advisors Expand the Conversation with Clients to Keep Tax Awareness Top of Mind Year-Round

Available On Demand

Although the tax filing deadline is in April, top advisors set themselves apart by proactively turning the tax planning conversation into a year-round topic that helps clients make smart “tax aware” moves designed to help them keep their financial goals on track. This year is particularly different as investors have seen steep declines across both stocks and bonds, breeding tax loss harvesting opportunities.

Don’t miss this important webinar as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strengthen their portfolios after what will likely continue to be a rocky year on the stock market.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by



Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect


Michael Lane
Head of iShares U.S. Wealth Advisory


Hamish Preston
Director, U.S. Equity Indices
S&P Dow Jones Indices


Robin Petty
Managing Director and Head of Wealth Strategy
NewEdge Wealth




TAGS: Resources