The Philosophy of Giving and Tax-Loss Harvesting

Tax liability is at the forefront of many people’s minds as we approach the end of the year, especially if the year has been prosperous. Before you give to your preferred charity or sell securities within your portfolio, it’s essential to understand the strategy behind offsetting your gains.

Learn more by watching our on-demand webinar “The Philosophy of Giving and Tax-Loss Harvesting” with Carson’s Jamie Hopkins, Managing Partner, Wealth Solutions and Sarah Duey, Vice President, Trust Services. They cover:

  • The philosophy and tax advantages of giving
  • Qualified charitable distributions (QCDs)
  • Tax-loss harvesting techniques
  • And more!

Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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