Press Release

7 Tips for Tax Loss Harvesting

May 16, 2022

Now may be a good time to consider tax loss harvesting strategies

Recent market volatility may provide investors with an opportunity to offset capital gains by selling securities at a loss.  Senior Wealth Advisor Spuds Powell shares his thoughts on how to make employing a tax loss harvesting strategy effective by having an interim strategy to maintain exposure to the markets.


Read the Barron’s Advisor article:


Learn more about our Wealth Advisory Services and contact Spuds today.


The information provided here should not be considered to be tax advice and all investors should consult their tax professional about the specifics of their own tax situation to determine any proper course of action for them. KAR does not provide tax advice and nothing herein should be construed as tax advice, and information presented here may not be true or applicable for all income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.


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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
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