{"id":22886,"date":"2024-12-06T22:44:20","date_gmt":"2024-12-06T22:44:20","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2024\/12\/06\/choreo-launches-automatic-tax-assessment-and-management-tool\/"},"modified":"2024-12-06T22:44:20","modified_gmt":"2024-12-06T22:44:20","slug":"choreo-launches-automatic-tax-assessment-and-management-tool","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/12\/06\/choreo-launches-automatic-tax-assessment-and-management-tool\/","title":{"rendered":"Choreo Launches Automatic Tax Assessment and Management Tool"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/904492370\/0\/thinkadvisor.jpg\"><img decoding=\"async\" src=\"https:\/\/feeds.feedblitz.com\/-\/904492370\/0\/thinkadvisor.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/09\/Tax_Magnifying_Glass_Adobe_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p><!----><!----> <\/p>\n<div data-v-3b62a44e readability=\"11\">\n<p>Advisors can also use the tool to sets tax and gains budgets for predetermined thresholds, helping to maximize tax-loss harvesting and gains realization, while supporting tax-minimizing rebalancing at both the account and household levels.<\/p>\n<\/div>\n<p><!----> <!----> <\/p>\n<div data-v-3b62a44e readability=\"9\">\n<p>According to Choreo, the automated assessment of trade-offs eliminates the need for manual tax considerations and adjustments.<\/p>\n<\/div>\n<p><!----> <!----> <\/p>\n<div data-v-3b62a44e readability=\"15\">\n<p>\u201cOur team appreciates that&nbsp;tax planning is an integral part of comprehensive wealth management,\u201d&nbsp;Matthew Gotlin, Choreo\u2019s chief investment officer and managing director, said in a statement. \u201cWith Choreo Tax Advantage,&nbsp;our financial professionals can maximize efficiency and effectiveness, while their clients gain the opportunity to capture tax savings in an improved manner.\u201d<\/p>\n<\/div>\n<p> <!----> <\/p>\n<div data-v-3b62a44e>\n<p><i>Credit: Adobe Stock<\/i><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Advisors can also use the tool to sets tax and gains budgets for predetermined thresholds, helping to maximize tax-loss harvesting and gains realization, while supporting tax-minimizing rebalancing at both the account and household levels.&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":22887,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/12\/choreo-launches-automatic-tax-assessment-and-management-tool.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22886"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=22886"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22887"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}