Press Release

Tax-Loss Harvesting as a Year Long Practice

February 27, 2023

Thomas Pontius, Financial Planner quoted in Financial Advisor Magazine

Thomas Pontius, CFP® shared his insights with on how tax loss harvesting may be an opportunity to realize losses with investments that no longer align with the strategy or allocation.

Read the full Financial Advisor Magazine article: https://bit.ly/3kxtM2s

Contact our team to learn about how we can help you with tax planning.

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and 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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