Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity

Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Dean Mioli
SEI Advisor Network
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IMCA - 1 credit

Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax loss harvest? How do you communicate to your clients the issue of tax management?

At this session of the Financial Crisis Webinar Series, Dean Mioli, senior investment analyst for SEI Advisor Network, explains the importance of tax management in today’s market and prepares you for dealing with a wave of tax increases in the coming years. He demonstrates ways that you can construct and maintain tax-managed portfolios to maximize your clients’ investment returns.

 

This webinar is approved for IMCA CE credit.


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82 reviews

 
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1.6  (82)
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(Updated: May 14, 2009)
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5.0

Great topic and webinar, thanks!

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(Updated: May 14, 2009)
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5.0

Excellent presentation on portfolio tax efficiency. Please keep it up.

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(Updated: May 14, 2009)
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4.0

Thought it was good all around discussion on upcoming tax issues.

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(Updated: May 14, 2009)
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3.0

There was a substantial amount of ground covered. Is it possible that we might have access to the powerpoint slides?

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(Updated: May 14, 2009)
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4.0

There is so much information that it is almost necesary to watch the presentation about 5 times to capture it all. It would be useful to either have a way to fast forward to the part that I need to hear again or provide a hard copy with real "client-ready" talking points (not just bullets). When I say "client-ready" I mean real examples of what I could say to my client, with perhaps the benefits highlighted. I know this is a lot more work for the presenter, but I think it is a shortcoming w/ webinars.

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