SOURCE: Total Rebalance Expert

Total Rebalance Expert

February 28, 2011 16:33 ET

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

Partnership Provides CPA Financial Advisors With an Affordable Top-Rated Rebalancing Tool

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.

"In addition, I no longer need to update spreadsheets or manually enter trades to rebalance. TRX automatically computes the rebalancing trades and then creates the trade file that we upload to our custodian. Life, especially during tax season, is much better with TRX!"

In the current edition of the AICPA's bi-monthly Planner newsletter, Sheryl Rowling, CPA/PFS and TRX CEO, explains why adopting an automated system is so important. "Clients have two paramount aversions: losing money and paying taxes. Although advisors can't control periodic market declines, they can mitigate them through diversification and rebalancing... although advisors can't ensure that clients will never pay taxes, they can minimize taxes through location optimization, tax lot identification, and tax loss harvesting -- tax management strategies that can save your clients money and add significant value to the advisor-client relationship.

"Advisors who are not providing state-of-the-art portfolio management are depriving their clients of significant tax benefits. Through automation, advisors can more easily fulfill their fiduciary responsibility and differentiate themselves from the competition. Showing clients continued added value will give advisors the edge they need to retain happy clients and attract new business."

To view the full article, visit or subscribe to the AICPA's mailing list.

About Total Rebalance Expert (TRX)
TRX software is a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and tax loss harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services. Learn more at

About the AICPA
The AICPA's Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities. This group is officially sponsored by and facilitated by staff of the American Institute of CPAs (AICPA), the national professional organization for all certified public accountants (CPAs).

Contact Information

  • Contact:
    Sheryl Rowling
    619-294-4879, ext. 202
    Email Contact
    (Sheryl is available for interviews)