Wealth Management EDGE - Day 1 (June 9)Tuesday, 9 June 2026 - US Eastern

The next wave of AI is moving beyond assistance and into action. This session explores how agentic AI is beginning to handle tasks, orchestrate workflows and extend firm capacity in more autonomous ways. Attendees will gain perspective on the opportunities, implications and oversight considerations that come with this shift in how work gets done.

Location: Addison Ballroom East

• Reviewing the key vehicles for tax efficient investing in 2026:
  • Direct indexing
  • 351 exchange
  • Tax loss harvesting options
• Tips for proactive tax management throughout the year: Systematic tax-loss harvesting beyond year-end, gain/loss pairing strategies, managing wash sale rules across household accounts, tracking cost basis methods (specific ID vs. FIFO), and coordinating with CPAs on estimated tax payments.

Location: Estate Ballroom - Salon II