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What if market downturns could lower your taxes?

Join us Oct 16 for an exclusive webinar to discover how strategic loss harvesting can reduce taxes while strengthening your portfolio


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Join us Oct 16 for an exclusive webinar to discover how strategic loss harvesting can reduce taxes while strengthening your portfolio

Dear there,

 

What if you could turn market volatility from a source of stress into a powerful tax advantage?

 

Join us on Thursday, October 16th at 3 PM EST / 12 PM PST for an exclusive, live webinar: "Tax Loss Harvesting: Turn Losses Into Savings," presented by our Head of Financial Planning Adrianna Adams, CFP®, and brought to you by Domain Money. We'll show you how strategic loss harvesting can reduce your tax bill while positioning your portfolio for growth.


Have questions before the webinar? We're here to help -- Book a free strategy session today.

Why This Webinar Matters

In just one hour, Adrianna Adams, CFP® will share:

  • Strategic Tax Advantages - Learn how to turn market downturns into opportunities to lower your tax burden.
  • Portfolio Positioning - Discover how loss harvesting can actually strengthen your long-term investment strategy.
  • CFP® Strategies - We'll decode the professional techniques used by financial experts, including the role of direct indexing in maximizing tax loss harvesting benefits.
  • Full-Service Tax Support - Learn how our expanded suite of tax services can implement these strategies for you, from preparation to year-round planning and optimization.
  • Live Q&A - Come prepared with all your tax strategy questions! We'll address common questions and share general guidance during our live session.

Missed our last webinar on Open Enrollment?

As promised, we’re sharing the recorded webinar to help you confidently navigate your upcoming open enrollment. Click here to watch the recording.

Your investment losses don't have to be just losses. Let Domain Money show you how to navigate tax strategy with confidence.


Save your spot today,


The Domain Money Team


P.S. Can't make the live event? Register anyway and we'll send you the recording!

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