The service will enable Choreo advisors to create a tax-optimized transition plan at the household level in a matter of seconds, a task that previously took hours per account. Implementation of the plan, including daily review, year-round tax loss harvesting and risk-optimized gains deferral, is taken care of by SAM.
Tax season can be stressful, but with the right approach, advisors can turn it into an opportunity. Form 1099-DIV reveals which investments are generating the largest tax burdens, helping advisors guide clients toward more tax-efficient strategies.