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Author Archive for Rob Kuharic


1040 Form

See you in May, CPAs

Tax season is upon us, bringing you an opportunity to reach out to CPAs and get on their calendar in May to discuss tax-aware investment strategies that can potentially help them and their clients reduce future tax bills and retain more after-tax wealth.

Mar 11, 2014 Categories: The Science of Advising
$100 billion in tax revenue featured

The impact of $100 billion in new tax revenue

U.S. tax revenues are expected to increase by $100 billion in 2014. This is good news in many ways, but also presents implications for many investors. Now may be the time to make tax-managed investing a key topic of conversation with your clients.

Jan 14, 2014 Categories: Portfolio Corner
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