Take Action on Taxes

Join us for a discussion with experts from BlackRock and Morningstar on how advisors can prepare for potential tax policy changes with actionable strategies for client portfolios.

Webinar topics:

  • BlackRock’s view of the current tax landscape and the potential impact of policy changes
  • How the tax-efficient ETF structure can benefit portfolios
  • How advisors can use the BlackRock Tax Evaluator and the iShares Morningstar Style Box ETFs to help build tax-aware portfolios
Featured speakers
Tim Palilonis
Head of Portfolio and Practice Education for BlackRock’s US Wealth Advisory Business
Daniel Prince
Head of iShares Product Consulting for BlackRock’s US Wealth Advisory Business
Alex Bryan
Alex Bryan
Morningstar's Director of Product Management, Equity Indexes