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Wash Sale Webinar Attendees Report Interest in Tax-Aware Investing (TAI)
Thursday, October 22, 2015
Registration for our upcoming webinar, “Tax-Aware Investing,” has only been open for a few days but seats are filling up fast. This interest in learning how to optimize after-tax returns comes as no surprise to us. Based on survey results from our most recent webinar, “Wash Sales: A Closer Look,” our attendees -- tax practitioners and compliance officers at investment funds and their service providers -- clearly value tax-sensitive investing.
Over 65% of our respondents believe effective tax management can boost after-tax returns. More than 55% of our respondents report that they take wash sales and how they affect disallowed losses into account when trading. Over 30% of our respondents monitor (on a continuous and / or periodic basis) how wash sales impact returns; 25% reported that they somewhat factor in wash sales.
These survey results echo feedback from our "Tax Analysis of Dividends" webinar survey. Over half of those respondents reported that they factor in the tax treatment of dividends when making trading decisions.
We are excited to see this level of interest in tax-sensitive investing and specifically in our “Tax-Aware Investing” webinar. During this webinar, George Michaels, an authority on tax accounting of investment portfolios, will share effective methods to help improve after-tax results. Attendees will leave the event having learned powerful techniques, including how to avoid unexpected disallowed losses and unfavorable tax treatment of dividends. Similar to our other webinars, active participants can earn CPE credit.
For more information and to register for this no-cost webinar, please click here.
To read our blog on tax-aware investing, "Tax Alpha and the When Factor," please click here.