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TAXES SHOULD BE SIMPLER

Tax Evaluator: monitor capital gain distribution estimates

Taxes should be a part of every advisor’s year-end process. BlackRock’s Tax Evaluator makes it easy to monitor capital gain distribution estimates and identify tax loss harvesting opportunities.
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You don’t have to spend hours collecting and analyzing the tax impact of capital gains on all your clients’ portfolios. Tax Evaluator aggregates and automates this process for you! With access to over 7,000 mutual funds and ETFs all in one place, you can create a detailed picture – in minutes. See which funds have reported estimated capital gains distributions before your clients incur the tax liability. You can also help your clients consider the benefits of tax loss harvesting by identifying funds with negative price returns. Additionally, compare fund characteristics and rankings to help clients make informed decisions about specific holdings. Use Tax Evaluator to track portfolios, identify potential tax savings, and help your clients keep more of what they earn. Run a tax analysis today at blackrock.com/tax.

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