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MONITOR CAPITAL GAINS TAX

Tax Evaluator tool: Time is running out to save on taxes

Taxes should be a part of every advisor’s process, especially at year-end. Last year more than 7,000 advisors used Tax Evaluator to stay ahead of potential capital gain distributions and find tax-loss harvesting opportunities.
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Tax Evaluator helped thousands make smarter year-end decisions

Join the community of advisors that use our Tax Evaluator tool to help them manage client portfolios for tax-efficiency.

7,800
Advisors used the Tax Evaluator tool in 20241
32,000
Portfolios analyzed by the tool in 20242

You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients’ portfolios. Tax Evaluator aggregates and automates this process for you! With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability. You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings. Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn. Run a tax analysis today at blackrock.com/tax.

Use Tax Evaluator to find tax-saving opportunities for clients

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