No one likes dealing with taxes – but it’s one of those tedious tasks that just has to get done. If you don’t consider the tax implications for your clients’ portfolios year-round, you may be leaving money on the table.
Envestnet is excited to offer a new service that can help enhance ongoing tax management for your clients in a scalable way.
Envestnet’s Tax Overlay Services can support you in managing your clients’ tax liabilities and protecting your clients’ capital gains without having to become a tax expert yourself. Tax Overlay provides:
•Ongoing monitoring of client accounts
•Tax policy change in real-time
•Tax management for your clients’ taxes – while you manage their investments
On November 12th, we’ll be hosting a webinar that will feature Envestnet thought leader and Principal Director of Overlay Services, Michael Pescatore, to go deeper on tax efficient strategies. In the meantime, to learn more about how the new Tax Overlay service that is now available to you can enhance your value to clients, check out the following tax management resources:
•Tax Management Landing Page
•Tax Overlay Brochure
