5 Tax Management Cases for Advisors Before Tax Season

Investors crave customization and control for many reasons. Finding tax efficiency is one of them, and advisors who have the tools that enable investors to address their tax management needs are more likely to have satisfied clients.

Join the professionals at Envestnet and VettaFi for a webcast on October 18th that covers 5 tax management cases and unpacks how to approach them using an overlay service offering a discretionary, holistic solution that addresses tax management needs.

October 18, 2023
11am PT | 2pm ET
1 CE Credit
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Topics will include:

  • An overview of how tax overlay services can control and customize the realization of unrealized gains in a portfolio.
  • The ins and outs of gain/loss matching, deferred gains, and diversifying concentrated equity portfolios.
  • A primer on coordinating taxes across managers.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Michael Pescatore, CIMA

Principal Director
Overlay Services

Todd Rosenbluth

Head of Research

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Important Disclosures

The services and materials described herein are provided on an ´as is´ and ´as available´ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility.

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.

© 2023 Envestnet, Inc. For investment professional use only.