Issue link: https://info.seic.com/i/1538968
28 PARTNERSHIP FORUM STRATOS AND SEI 28 ©2024 SEI Important information. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). SEI Investments Management Corporation (SIMC) does not represent in any manner that the tax consequences described as part of its tax-management techniques and strategies will be achieved or that any of SIMC's tax-management techniques, or any of its products and/or services, will result in any particular tax consequence. The tax consequences of the tax-management techniques, including those intended to harvest tax losses, and other strategies that SIMC may pursue are complex and uncertain and may be challenged by the IRS. Neither SIMC nor its affiliates provide tax advice. SIMC is a wholly owned subsidiary of SEI. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax, penalties and/or interest which may be imposed by the IRS or any other taxing authority; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Accordingly, Clients should confer with their personal tax advisors regarding the tax consequences of investing with SIMC and engaging in the tax-management techniques described herein (including the described tax loss harvesting strategies) based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the Client's personal tax returns. SIMC assumes no responsibility for the tax consequences to any Client of any transaction. Please check with your Firm or Firm's Home Office before implementing any suggestions contained herein. Certain information contained herein has been provided to SEI by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only. LifeYield is not affiliated with SEI or its subsidiaries. Data provided by LifeYield is believed to be reliable; however, neither SEI nor its affiliates assumes any responsibility for the accuracy or completeness of such information, assumes no liability for such information, and has not been independently verified by SEI.