Relationship Managers Morgan du Plessix and Anthony Marcozzi break down key opportunities ahead of the end of year.
Relationship Managers Morgan du Plessix and Anthony Marcozzi break down key opportunities ahead of the end of year.
by Morgan du Plessix and Anthony Marcozzi
As we approach the end of the year, we’re excited to share some insights on engaging with clients while prepping them for the new year. In this video, Anthony and Morgan walk through key ways advisors can support their clients during this important season.
Key Takeaways:
- Gifting Analysis as a Conversation Starter: Ethic supports advisors with an in-depth gifting analysis for taxable accounts, helping to identify which securities may make the most sense to gift from a tax perspective. This can be a meaningful way to start conversations around family missions and philanthropic goals.
- Engaging Families with Donor-Advised Funds (DAFs): End-of-year charitable giving offers a great opportunity to introduce DAFs, a vehicle that brings family members together to align on philanthropic values. This not only strengthens family bonds but also supports mission-driven investing.
- Utilizing Tax Loss Harvesting for Forward-Looking Planning: Ethic's platform enables advisors to review tax loss harvesting data for taxable accounts, making it easier to discuss year-end performance and future tax strategies with clients. This sets up meaningful conversations around how tax strategies can help achieve both financial and impact goals.
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Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.