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Among the benefits of separately managed
accounts is the ability to do tax selling. Rorer Asset Management’s
processes are designed to accommodate this type of tax planning at
year-end as well as throughout the year. The attached Tax Selling
Form covers the various tax selling options available. Please be aware
that many brokerage firms employ their own tax-selling forms. If you
have a question of which form to use, please contact your managed
accounts department. |
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For 2007 we have instituted a cut-off
date of December 15th. While we will make every effort to execute
all requests, those received after this time will be handled on a
“best efforts” basis. |
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There are three basic ways in which
a client can request that we realize gains/losses: |
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1) The client may request that we
sell specific securities to meet their needs. |
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2) The client may request that we
sell as many securities as necessary to achieve a certain threshold
(i.e. Please realize $10,000 in losses). |
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3) The client may request that we
realize all gains/losses above a certain dollar value per position
(i.e. Please realize all losses over $500) |
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Once we receive a request of this
nature, we will execute the trades, then follow the applicable tax
laws with regard to when the proceeds of the sales may be re-invested. |
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Please keep in mind that Rorer is
not a tax advisor. Clients should consult a tax professional
to ensure that their individual tax planning needs are being met.
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 Rorer
Asset Management, LLC -- 2007 Tax Selling Request Form |
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