Archive

Posts Tagged ‘tax talk’


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

NIIT-picking

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
strategy

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
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