Broker Check
17 Jan
Goldman Sachs: Tax Loss Harvesting Strategies - CPA Lunch & Virtual Zoom Broadcast

Description

Taxes can’t be avoided, but they can be minimized. A tax-loss harvesting strategy may help clients keep more of what they earn. Join Windsor Private Wealth & Goldman Sachs on Wednesday, January 17th 2024, to find out how it all works and why we think a customizable separately managed account can be an effective way to potentially maximize tax efficiency.

Can all investors benefit from tax-loss harvesting strategies? Potentially, though investors in the highest tax brackets stand to benefit the most. This is because the higher the tax bracket, the bigger the potential savings. It also helps to have capital gains from other parts of a diversified investment portfolio.

WHEN: Wednesday, January 17th, 2024, 12:30-1:15 PM EST

WHERE: Join In Person Lunch (125 High St, Boston MA) or via Virtual Zoom Meeting.

RSVP: Confirm your attendance by December 29th, 2023. Let us know if you will be attending in person lunch or via Zoom meeting link. 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Windsor Private Wealth and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Windsor Private Wealth, Kestra IS & Kestra AS are not affiliated with Goldman Sachs.

All investments contain risk and may lose value. Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost. ETFs may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.

THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION WHERE OR TO ANY PERSON TO WHOM IT WOULD BE UNAUTHORIZED OR UNLAWFUL TO DO SO.

Prospective investors should inform themselves as to any applicable legal requirements and taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant. Views and opinions expressed are for informational purposes only and do not constitute a recommendation by GSAM to buy, sell, or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment advice There is no guarantee that objectives will be met.

Date and Time

Wed, Jan 17, 2024

12:30p - 1:15p EST

Location

Join us for In Person Lunch or via Virtual Meeting Link

125 High St
19th Floor
Boston , MA 02110

Note

Zoom Link to be provided upon RSVP.

View on Map
PT45M

Event Registration