Tax-Loss Harvesting Session
Hosted by Ben Johnson
Registration
Past Event
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 https://lu.ma/taxlossharvesting2