2021 Envestnet Advisor Summit - PM-004 - CE Quiz

Tax Aware Solutions For High Net Worth Individuals

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

If you have any questions, please contact EventsTeam@envestnet.com

This session is currently approved for one (1) CFP® credit and pending one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. Do alternative investment products tend to have relatively low correlations to traditional assets such as stocks and bonds?

Yes

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* 7. Can alternative strategies be implemented in a tax aware form?

Yes

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* 8. What does tax aware implementation attempt to harvest?

Losses

Gains

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* 9. Does tax aware implementation aim to increase or decrease an individual’s taxable footprint?

Increase

Decrease

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* 10. Who qualifies to use a tax aware hedge fund?

U.S. Taxable Investor

Tax exempt organization

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* 11. How do taxable investors compound wealth?

After tax

Before Tax

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* 12. Do traditional tax loss harvesting strategies exhibit tax benefits in….

Falling equity markets

Rising equity markets

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* 13. What has historically been a bigger drag on hedge fund investors’ returns?

Taxes

Fees

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* 14. What is one characteristic that real estate and tax aware alternatives share?

Tax efficient appreciation

They are both considered real assets

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* 15. Absent large market corrections, may the tax benefit of traditional tax loss harvesting strategies decay to zero?

Yes