Tax-Efficient Investment Strategies
Recent market events have provided strategic opportunities such as tax-loss harvesting and roth conversions. In this presentation, Nathan Larsen from Squire Wealth Advisors will discuss these and other tax-efficient strategies that can be used to maximize after tax returns in investment portfolios.
Nathan Larsen, CPA, PFS is a partner at Squire & Company, PC. He has spent 15 years working with high-net-worth clients implementing high-level tax and financial planning strategies to maximize his client’s wealth.