Optimized Tax-Management Strategy: A Must-Have for Your Business – Vise – 3.14.22

Overview:
Title: Optimized Tax-Management Strategy: A Must-Have for Your Business
Date: Monday, March 14, 2022
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Advisors know growing their practice depends on optimal tax management — fully 80% of investors expect their advisors to minimize their taxes. But the vast majority of advisors conduct tax-loss harvesting only at year’s end, missing out on major opportunities, and nearly half rely on less-than-optimal tools like email and spreadsheets to monitor portfolio performance. This “optimization gap” leads many advisors to worry they could lose clients due to a lack of effective tax management.

Join us for a webinar to discuss up-leveling your practice with up-to-date tax management strategies that save time, meaningfully optimize performance, and put you in position to take proactive advantage of market conditions. Get tips on:

  • Single-stock strategies
  • Optimal ETF deployment
  • Creating multiple tax-harvesting options in each portfolio
  • The role of automation in creating tax alpha
  • And much more

Speaker:
SpeakerName Dave Twardowski VP, Investment Strategy Vise

Dave Twardowski is the Head of Investment Strategy at Vise. He joined the company after leading various algorithmic trading and investment strategy initiatives at Avantis Investors and Dimensional Fund Advisors (DFA) over the past decade. In these roles, Dave engaged in all aspects of the investment process, working closely with clients to build robust investment solutions. Dave also brings a wealth of engineering experience from his time as an engineer at General Electric Aviation and researcher for the NSA. He earned a Ph.D. in Engineering Sciences from Dartmouth, an M.S. in Mechanical Engineering from the University of Michigan, and a B.S. in Mechanical Engineering from the University of Rhode Island. He now resides in Los Angeles with his wife, son, and dog Matcha.
Thomas Canals Thomas Canals Account Management Vise

Located in Austin, Thomas joined Vise from Dimensional Fund Advisors where he spent 8 years as a Regional Director working in the Global Client Group with Registered Investment Advisors and Enterprise relationships. Prior to this, Thomas spent time at KPMG in both their assurance and advisory practices working with financial services clients. A CFA charterholder and licensed CPA, Thomas received his Masters in Accounting from the University of Texas.