The Oasis Group

In this insightful webinar featuring John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, learn the ins and outs of tax loss harvesting – especially during times of market volatility.The expert panel of both tax and technology experts will cover:• Benefits of tax loss harvesting and when it’s appropriate to have the conversation with clients• The myth that tax loss harvesting is only worthwhile for high-net-worth (HNW) clients• Risks around tax loss harvesting, including the wash sale rule, suitable substitutions, and more• Challenges with tax loss harvesting, including gathering accurate data• Conversations you should be having with your tech providers• How technology and aggregated open and closed tax lot data can help make the tax loss harvesting process more efficient and help advisors scale the process to all clientsFinancial advisors, wealth management executives, and technology and operations leaders looking to harness the power of tax loss harvesting and make the process more efficient with innovative technology should not miss this informative webinar.Sheryl Rowling, CPA, is Editorial Director, Financial Advice at Morningstar. Morningstar acquired her Total Rebalance Expert (TRX) software platform in 2015. Sheryl is a CPA with over 30 years of experience in tax and financial planning, investment management and wealth advisory services.Ron Keusch is COO of AllocateRite, a data science-driven fintech company offering an agentic AI-powered platform that automates and streamlines investment workflows. Its solutions include portfolio management, custom strategies, direct indexing, tax-loss harvesting, auto-rebalancing, financial planning and intelligent client management with real-time pricing on over 500k securities.John O’Connell is founder of The Oasis Group, a leading consultancy for the wealth management industry that offers award-winning consulting services, industry-leading research and compelling on-demand training.