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The Net Simulator is an easy to use and cost-effective simulation tool that provides financial professionals with the ability to surgically tailor their client year-end tax strategies. What makes Net Simulator different:
Targeted Scenario Modeling: Visualize different investment scenarios and their tax implications, empowering you to make informed decisions.
Tax-Efficient Strategies: Net Simulator provides insights into tax optimization, including strategies like tax-loss harvesting, to preserve your wealth.
Risk Analysis: Understand the risks associated with your investments and identify ways to mitigate them effectively.
User-Friendly Interface: Net Simulator tool is intuitively designed for easy use and fast results.
Net Simulator is the perfect tool to provide you with the opportunity to engage with all of your clients to discuss year-end tax planning business:
Identify opportunities to improve your after-tax returns and grow your wealth.
Understand and manage risks associated with your investment decisions.
Minimize taxes through tax-efficient strategies and planning.
Gain valuable insights to make well-informed investment choices and recommendations.
The Net Simulator tax loss harvesting feature is a valuable strategy for Advisors seeking to optimize their client’s targeted tax situation.
A well-structured charitable giving strategy offers numerous benefits that go beyond the act of giving itself
Price prediction modeling is a powerful feature to best determine future potential price support and resistance levels.
Wash sale detection is a vital component of tax planning for Advisors who want to effectively identify and anticipate wash sale violations, as well as understand alternative replacement options.
EQUITY & DIGITAL ASSETS
We believe, when you use Net Simulator for the first time, the strategic investment tax insight on your client’s asset(s) could potentially pay for itself.
Case Scenario: A Financial Advisor named Cathy has a high-net-worth client that has a concentrated position in one security. Cathy wants to maximize her client’s after-tax return while managing risk. Cathy’s client is very concerned about the impact of taxes will have on a potential sale and wants to make an informed decision.
Cathy provides the individual tax lot information into Net Simulator. Net Simulator updates all historical cost basis information by individual tax lots to create a baseline. Cathy instantly creates future scenario modeling events that simulate an actual trade execution. Net Simulator provides all sales methodologies and provides both realized and unrealized gain/loss information needed to offset possibilities that potentially would reduce the tax liability. Cathy quickly determines the right option through different modeling scenarios and generates a report for the client.
For independent financial professionals, the Net Simulator may be used as a business expense deduction for the 2024 year-end.
Take advantage of this Tax Season Special Offer of our professional license at a fraction of the cost.
This Tax Season Special Offer is 50% discount from our full cost per credit of $30 and is valid unitl April 15, 2024.