Complimentary for Members

June 4, 2026

In-Person

BDO - New York - 736
200 Park Avenue, 38th floor, New York, New York 10166

NASBA 1

New Capabilities in Tax Loss Harvesting - Tech Session

June 4, 2026
In-Person
NASBA 1

  • Instructor

    Roy
    Haya

Learning Objectives

  • Upon completion of this form, you'll be able to:
  • Compare the advantages and disadvantages of leveraged strategies versus long-only direct indexing
  • Assess the economic and tax risks associated with leveraged strategies and discuss those risks with clients
  • Identify the different ways investors fund leveraged strategies and when each approach is appropriate

Major Topics

  • Evaluate tradeoffs in returns, risk, liquidity, and suitability
  • Understand key risks and how to discuss them with clients
  • Review funding methods and when each is appropriate

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

BDO - New York - 736

200 Park Avenue, 38th floor, New York, New York 10166

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Attorneys, fund managers

Provider

Foundation for Accounting Education

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