Total Rebalance Expert® (TRX®) Announces Exclusive Discount Arrangement With AICPA

February 28, 2011 16:33 ET

SAN DIEGO, CA--(Marketwire - February 28, 2011) - Total Rebalance Expert (TRX) and the American Institute of CPAs (AICPA) just announced an exclusive discount arrangement that gives CPA financial advisors an efficient and now more affordable solution for rebalancing client portfolios.

SAN DIEGO, CA--(Marketwire - February 28, 2011) - Total Rebalance Expert (TRX) and the American Institute of CPAs (AICPA) just announced an exclusive discount arrangement that gives CPA financial advisors an efficient and now more affordable solution for rebalancing client portfolios. This partnership provides advisors a solution to the time-consuming and tedious task of portfolio management by offering PFP section members a discounted rate on the most tax-efficient rebalancing tool available.

According to Loyd Stegent, President of Stegent Equity Advisors, Inc., one of TRX's CPA users, TRX has created significant benefits. "As an advisor who prepares tax returns for my clients, I have intimate knowledge of the tax burden created by mutual fund distributions. TRX allows me to add value with analysis of the impact of holding a fund through its distribution vs. selling it prior to the distribution, as well as to quickly and efficiently take advantage of tax loss harvesting opportunities.

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