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.

Complete the form to watch the webinar

* Required Field