Posts Tagged ‘tax talk’

Lurking tax hit in many Non-U.S. Equity Funds

Beware the lurking tax hit in many non-U.S. equity funds

A tax code change made in 2010 has the potential to materially impact after-tax returns in coming years. Non-U.S. equity funds may feel the pinch the hardest.

Aug 23, 2016 Categories: Portfolio Corner
Municipal Bonds: Not all yields are created equal

Municipal Bonds: Not all yields are created equal

For many investors, today’s low interest rate environment increases the need to consider a wide opportunity set to meet yield requirements. For taxable investors – even those who aren’t in the top tax bracket – municipal bond vehicles may help them reach their outcomes.

Jul 5, 2016 Categories: Portfolio Corner
Deduct advisory fees

Can clients deduct your advisory fee?

Did you know that in certain cases your clients may be able to deduct a portion of your advisory fee from their tax return – thereby reducing the fee’s effective rate and helping to address the fee question?

May 17, 2016 Categories: Portfolio Corner
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
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.