Webinar

Enhancing portfolio management with tax optimization tools

April 30, 2025
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

For hedge funds, mutual funds and other funds trading marketable securities that have a need for optimizing tax strategies and minimizing liabilities

Duration

60 minutes

Event overview

Are you ready to transform your tax strategy?

Watch our exclusive webinar for key insights into optimizing your tax approach. This webinar will empower participants to implement advanced techniques to optimize tax outcomes in fluctuating markets, interpret data to make informed decisions and improve tax outcomes, and leverage the myRSM Tax ecosystem to enhance overall tax strategy and execution. Don't miss this opportunity to elevate your tax planning and execution to the next level!

This webinar is designed for hedge funds, mutual funds and other funds trading marketable securities that have a need for optimizing tax strategies and minimizing liabilities. We will provide a comprehensive overview of how the myRSM tax ecosystem simplifies complex tax considerations with actionable insights.  

Our industry leaders share insights on:  

  • Tax planning strategies: Effective approaches to manage taxes in volatile markets and leverage market fluctuations 
  • Integrated technology solutions: How the myRSM tax digital ecosystem integrates various technologies for enhanced analysis, customizability and reporting 
  • Real-life applications: Case studies and practical examples showcasing tax planning scenarios and portfolio management

Presenters

John Lee  |  Senior Manager  |  RSM US

Event details
Date and time

Recorded, watch on demand anytime

Intended audience

For hedge funds, mutual funds and other funds trading marketable securities that have a need for optimizing tax strategies and minimizing liabilities

Duration

60 minutes