Posts Tagged ‘tax talk’

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.

Apr 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
Taxable trusts 1041 form

Advisor opportunity: Taxable trusts

Did you know taxable trusts can potentially benefit from a tax-managed investment approach? We’ll help you brush up on the basics before pursuing such opportunities.

Feb 18, 2016 Categories: Portfolio Corner

2015 Capital Gains: Low returns did not equal low taxes

Flat market returns did not necessarily mean low taxes for mutual fund investors in 2015. Make sure you’re prepared for some potentially tough conversations ahead.

Feb 9, 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
Taxes piggy bank

2015 capital gain distributions: Start the conversation before tax bills arrive

As the year comes to a close, are you and your clients prepared for the 2015 capital gain distributions that many mutual funds may pay out before year-end?

Nov 10, 2015 Categories: Portfolio Corner
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