Episode 13 : 11/14/2016

Tax loss harvesting

tax-loss-harvesting

Kathy Howe-Hrach, CPA, CFP

Financial Planner
BMO

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Tax loss harvesting

Today, we’re talking about tax loss harvesting with Kathy Howe-Hrach, a Financial Planner with BMO and chairwoman of the Individual Taxation Committee for the Illinois CPA Society. What is tax loss harvesting? How can investors and advisors use this technique to harvest losses and gains in a way that can enhance outcomes for their clients? Listen in as host Ben Jones talks to Kathy about how tax loss harvesting works, the risks and rewards, and what rules you need to follow.

In this episode:

  • What is tax loss harvesting
  • Who can benefit from tax loss harvesting
  • What are short term versus long term gains and losses
  • The importance of understanding wash sale rules
  • The costs of executing a tax loss harvesting strategy

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