Tax Loss Harvesting | Turning Portfolio Pain into Planning Alpha – Pt. 2

Tax-loss harvesting (TLH) can be a useful tool for minimizing the effects of taxes, helping your clients make the most of their financial plans and portfolios. However, a delicate balance and careful planning is required to reap the benefits of tax-loss harvesting without causing unintended consequences. There are drawbacks that should be considered before executing TLH strategies or adding TLH to an account.

Tax Loss Harvesting | Turning Portfolio Pain into Planning Alpha – Pt. 1

Many investors may find themselves sitting on unrealized losses in positions that have lagged or corrected. This presents an opportunity not only to offset the current year’s capital gains, but also to rebalance portfolios to better align with client goals. Tax-loss harvesting isn’t just a way to benefit from down markets; it’s a proactive strategy that can generate measurable tax alpha* when implemented to a client’s strategy.

2026 Tax Related Deadlines

Tax season is here! Inside are some helpful dates to keep in mind for the 2026 tax season.

One Big Beautiful Bill Act (OBBBA)

The lead up to and eventual passing of the One Big Beautiful Bill Act (OBBBA) has garnered significant attention in the industry. Now that the dust has begun to settle, many advisors are eager to understand the impact this will have on their clients. Below, we outline the high-level details of six key provisions of particular relevance to advisors and their clients. As with any new legislation, it is possible that some of the finer details may be further clarified over time.