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LifeYield Tax Harvesting

LifeYield Tax Harvesting

Scan all taxable and non-taxable accounts to instantly identify opportunities to harvest gains or losses.

Turn gains and losses into tax alpha


Keep your current technology

Keep your current technology

Don’t rip and replace anything. LifeYield Tax Harvesting can act as an overlay to your current technology to enhance it with modern tax harvesting capabilities.

Limit capital gains

Limit capital gains

Offset short-term or long-term capital gains by selling securities at a loss. Short-term is typically the priority, but LifeYield accounts for both.

Identify appreciated lots

Identify appreciated lots

Sell winning investments to realize capital gains. This can be used to find the most appreciated assets for gift giving or charitable donations.

Avoid wash sales

Avoid wash sales

Typically done within taxable accounts only, LifeYield looks at all taxable and non-taxable accounts and identifies any potential wash sales.

The LifeYield Tax Harvesting API

The LifeYield Tax Harvesting engine looks across a client’s accounts and holdings and instantly identifies all opportunities to harvest gains and losses. It considers:

Key Benefits

Industry-leading portfolio tax management APIs

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Get started with LifeYield Tax Harvesting