Go beyond mere tax loss harvesting by addressing tax management needs while adhering to your client's portfolio strategy. Use Envestnet's Tax Overlay service to:
Grow your practice with automated tax management. Contact our team to learn how providing holistic, personalized tax management services can be a potential win-win for you and your clients.
Neither Envestnet, Envestnet | PMC™️ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. Client must carefully determine if the use of tax overlay services is appropriate for their circumstances, risk tolerance, and investment objectives. Tax management services are limited in scope and are not designed to permanently eliminate taxes in the account. In providing tax overlay services, Envestnet will allow Client's account to deviate from Client's selected investment strategy. Client's account may experience significant performance differences from the selected investment strategy due to Client's selection of tax overlay services. Envestnet makes no guarantee that the account's performance will be within any range of the selected investment strategy or the strategy's benchmark. If Client subsequently disables tax overlay services this may result in the recognition of significant capital gains.
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