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Quantinno – The next evolution of tax-loss harvesting
Quantinno – The next evolution of tax-loss harvesting
  • Solutions
    • DEALS
    • Improving legacy tax-loss harvesting
    • Diversifying concentrated stocks
    • Making idle holdings productive
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Quantinno – The next evolution of tax-loss harvesting
Quantinno – The next evolution of tax-loss harvesting
  • Solutions
    • DEALS
    • Improving legacy tax-loss harvesting
    • Diversifying concentrated stocks
    • Making idle holdings productive
  • Our Story
  • Insights
  • Client Login
  • Contact us

Tax

Quantifying the tax-loss harvesting benefit under the Biden tax plan, Part III

The Biden administration has proposed some of the most significant federal tax increases since 1993, mostly focusing on capital gains

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Tax-loss harvesting: Decomposing sources of tax benefits with an interactive tool, Part II

In this next installment of our series on tax-loss harvesting, we explore three sources of tax-loss harvesting benefits in greater

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Tax-loss harvesting: More than just deferral, Part I

Tax-loss harvesting strategies are often thought of as a deferral strategy with investors utilizing tax benefits in the short-term only

modern framework

A new conceptual framework for tax-loss harvesting with long/short extension

In a portfolio context, an investor does not need to lose any economic value to claim tax losses. This is

IRS 1040 ScheduleD Small

The Long and Short of It – The next evolution of tax-loss harvesting

Recent headlines regarding potential capital gain tax increases targeted at the nation’s wealthiest investors have led to an increased focus

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Quantinno Capital Management LP, 2021©

Quantinno Capital Management LP is an investment adviser registered with the US Securities and Exchange Commission (CRD# 298733). This website is provided to you solely for information purposes and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments. Information on this site is current when published and may be superseded at any time. Any communications with prospective clients residing in states where Quantinno is not registered shall be limited so as not to invoke registration or licensing requirements. Quantinno does not provide tax, legal or accounting advice. All investments involve risk, including potential loss of principal invested. Past performance does not guarantee future performance. The investment strategies referenced may not be suitable for all investors as the appropriateness of a specific investment or strategy will depend on an investor’s individual circumstances and objectives.  Please review Quantinno’s disclosures in the link for additional important information.

  • Solutions
    • DEALS
    • Improving legacy tax-loss harvesting
    • Diversifying concentrated stocks
    • Making idle holdings productive
  • Our Story
  • Insights
  • Client Login
  • Contact us