Author Archive for Rob Kuharic


Tax under magnifying glass

Investment taxes, like the NIIT, can take a bite out of investors’ returns. Make sure you’re aware of to whom and how it applies to best help your clients maximize their after-tax returns.

April 12, 2016 Categories: Portfolio Corner
1099-div tax form

You say “volatility.” I say potential “tax opportunity.”

Market volatility may represent a silver lining for tax-sensitive investors. Make sure you’re seizing those opportunities, as appropriate, for your clients.

Mar 17, 2016 Categories: Portfolio Corner

The bespoke approach – taking tax-management to the next level

Taking tax-management to the next level for select tax-sensitive clients can help to improve after-tax wealth outcomes for those clients, and help differentiate your business.

Jan 19, 2016 Categories: Portfolio Corner
Fresh squeezed orange juice

Is the tax management juice really worth the squeeze?

Implementing tax management strategies for taxable client accounts is a worthy endeavor. See how different strategies rank on a time and effort scale — and compare the estimates to your own experience.

Dec 9, 2015 Categories: Portfolio Corner

Everyday tips to help manage taxable portfolios

The lead-up to April 15th shouldn’t be the only time you and your clients focus on tax. There are plenty of tax-smart ideas you can incorporate every day.

Apr 14, 2015 Categories: Portfolio Corner
Cutting taxes

Are you a tax-savvy advisor?

Are you doing all you can to help clients – and yourself – sail through April 15th of this year… and future years?

Mar 5, 2015 Categories: Portfolio Corner
Shift stick reverse

Dollar cost averaging … in reverse!

This 3-step process may help clients transition non-qualified assets into a tax-managed solution.

Jun 5, 2014 Categories: Portfolio Corner
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