Do you take taxes into account when developing your clients’ investment portfolios? How often do you look to tax-loss harvest? How do you communicate to your clients the issue of tax management? If you're not focusing on investment tax management, you're costing your clients money. However, adding this service will help you better serve your clients, stand out among the competition, and gain referrals.

At today's session of the Financial Crisis Webinar Series, Dean Mioli, senior investment analyst for SEI Advisor Network, explained the importance of tax management in today’s market and prepared attendees for dealing with a wave of tax increases in the coming years.

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