On the webinar, Origin’s Head of Private Wealth Michael O’Shea, Quantinno Capital Management’s Head of Investor Relations Glenn Shirley, and Cornerstone Wealth Group LLC’s CIO Cliff Hodge, shared strategies advisors can use to deliver more tax-efficient outcomes for clients and better preserve their wealth, including answers to the following questions:
- How much do taxes really erode portfolio returns—and how can advisors show clients the true after-tax impact?
- What are the most common tax blind spots in client portfolios?
- How does long-short tax-loss harvesting work, and how does it differ from traditional approaches?
- When should clients start planning for liquidity events, such as selling a business or investment property?
- How can advisors combine strategies like long-short portfolios, Opportunity Zones, and 1031 exchanges to enhance long-term after-tax growth?
