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"Being a Good Loser: Unlocking the Power of Tax-Loss Harvesting"

Join us for an insightful webcast designed to help you master strategic tax-loss harvesting.

Date: Tuesday, October 14, 2025

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Advent

For savvy financial advisors, market downturns aren't just a challenge—they're an opportunity. Tax-loss harvesting (TLH) remains one of the most powerful strategies for enhancing clients' after-tax returns, yet many advisors treat it as a reactive, year-end task. This approach leaves significant value on the table and misses the chance to demonstrate proactive portfolio management throughout the year. How can you transform TLH from a seasonal scramble into a systematic, value-added service that deepens client relationships?

Join us for an insightful webcast designed to help you master strategic tax-loss harvesting. We will move beyond the basics to explore how to implement a year-round TLH strategy that adds measurable value and differentiates your practice in a competitive market. Our experts will provide a clear framework for turning short-term market losses into long-term gains for your clients.

In this session, you will learn how to:

• Master the fundamentals of identifying and capturing losses with precision, moving beyond simple year-end reviews to a proactive, opportunistic approach.
• Navigate compliance with confidence, including a detailed review of the wash-sale rule and other key considerations to avoid costly errors.
• Position TLH effectively as part of a broader, tax-smart investment philosophy that resonates with high-net-worth clients.
• Strengthen client relationships by clearly communicating the value of TLH and turning market volatility into a demonstration of your expertise.

Whether you're managing complex individual portfolios or scaling model-based strategies, this webcast will equip you with the actionable insights needed to unlock the full potential of tax-loss harvesting.

Speakers:

Scott Ferguson | Think Advisor Contributor | Touchpoint Markets

Alex Hagmeyer, CFA | Sr. Director & Co-Chief Investment Officer | SS&C ALPS Advisors

Tim Welsh, CFP (Moderator) | Founder & President | Nexus Strategy

Adam Elover, CFA | Chief Investment Officer | McLaughlin Private Wealth

Offered Free by: ThinkAdvisor
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