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  Home > Press Room > Blog> Wash Sales Webinar: Valuable Resource for All Investment Managers



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Wash Sales Webinar: Valuable Resource on Disallowed Losses

Monday, September 28, 2015

Robo advisors are breathing new life into a rather old tax deferral tactic – tax loss harvesting (TLH). This form of tax sensitive investing involves selling securities at a loss to offset a capital gains tax liability, and robo advisor firms, in addition to low-cost, digital-based investment services, offer continuous TLH services to their retail clients. Institutional clients and the uber wealthy have been reaping the benefits of TLH for some time.

Retail and institutional investors alike can only benefit from this approach if the negative impact of wash sales is minimized. The wash sale rule disallows losses when you sell a security at a loss and buy a replacement security within 30 days before or after the sale. For a better understanding of how this rule can affect disallowed losses and lead to smaller after-tax returns, join us on September 30th when we re-present “Wash Sales: A Closer Look” and take a deeper dive into IRC section 1091/wash sales. Attendees of this complimentary webinar can earn CPE credit.

You can read more about tax sensitive investing and its power in our blog "Tax Alpha and the When Factor."