Tax Alpha Strategies and Insights with the Tax Alpha Insider

Join us as Symmetry's Head of Investments, Dr. John McDermott, sits down with Brent Sullivan, founder of The Tax Alpha Insider. They'll discuss essential tax strategies-from tax-loss harvesting and householding to multi-asset tax awareness-and advanced techniques for optimizing business outcomes, diversifying low-basis stock, and addressing estate planning and ordinary income challenges.
To learn more about "Tax Alpha" visit: symmetrypartne...