September 11 – Long Only Is Lazy: Advisor Use Cases for Tax-Aware Long-Short – Burney Advisor Services – 1 CE Credit

 Long Only Is Lazy: Advisor Use Cases for Tax-Aware Long-Short by Burney Advisor Services

Registration is complimentary for financial advisors.

Summary: Traditional long-only equity strategies may grow wealth, but they often leave material tax advantages on the table. In today’s environment, advisors need tools that help clients grow and optimize their tax exposure. More...

Date: Thursday, September 11, 2025

Time: 1:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.