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FaangFire: Direct Indexing and Tax Efficiency
Hosted by Amberly Jones, Andre Nader & Mo Al Adham
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Past Event
About Event
Join Andre Nader from FaangFire and Frec founder & CEO Mo Al Adham to discuss tax loss harvesting through direct indexing.
The session will cover how this strategy can be used to accumulate capital losses to offset future tax burden. Mo will cover the various approaches to tax loss harvesting, the technical details behind direct indexing, how much one can expect to harvest in losses, and how it applies to diversifying concentrated stocks. We will end the webinar with a Q&A session.
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