Webinar Registration

Tax-loss Harvesting:
A Primer

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs -

Monday, December, 11

01:00pm ET

75 minutes

Professor Harry Mamaysky

Professor, Columbia Business School | Cofounder, QuantStreet Capital Columbia University | QuantStreet Capital

Professor Harry Mamaysky and

What You'll Learn

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What You'll Learn

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Webinar Description

Investors have access to a multitude of personalized indexing products, a key benefit of which is to allow for tax-loss harvesting (TLH). Join Professor Harry Mamaysky*, Columbia University, when he uses a simple example to demonstrate many features of TLH and establish an invariance result which highlights circumstances where TLH does not matter. Using simulations, Professor Mamaysky analyzes the seasoning effect of TLH strategies and show that, absent investment inflows, the majority of TLH benefits accrue in the first few years of the strategy. Lower return correlations and a larger difference between high intermediate and lower terminal capital gains tax rates increase the benefit of TLH.

*Note that Harry also serves as CIO for QuantStreet Capital.