Cover Image for Tax-Loss Harvesting Session

Tax-Loss Harvesting Session

Hosted by Ben Johnson
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Past Event
This event ended 293 days ago.
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About Event

Update: Zoom meeting link added for session

The biggest mistake self-directed investors make is not taking advantage of tax-loss harvesting when rebalancing their portfolio. This alone can potentially save you thousands of dollars on your 2022 tax bill.

Key takeaways from this session include:

  • Why every self-director should be doing it

  • What is tax-loss harvesting

  • What are the U.S. and CAN tax guidelines

  • How to use PortfolioPilot to easily reduce your tax bill

  • Use cases

Due to demand, we've added an additional session on Dec 13 at 2pm PT