Tax-Loss Harvesting in Crypto: A Significant and Underexplored Opportunity for Financial Advisors

Tax-loss harvesting involves risks. These include, but are not limited to, the possibility that the strategy might result in a negative return contribution and unintended tax consequences. No information in this report is tax advice: The simulations contained herein are intended for illustrative and educational purposes only and those considering implementing a tax-loss harvesting strategy are strongly recommended to consult with a tax advisor. Past performance is not indicative of future results.