2018 Taxes Saved: Documenting the Value of Tax Management
How much Smartleaf users saved their clients in taxes in 2018.
Our 2018 Taxes Saved numbers are in!
Smartleaf’s account-level Taxes Saved Report enables advisors to document the value the advisor is adding through tax management for each of their clients. Last year, Smartleaf users saved their clients an average of 1.69% of assets that were actively tax-managed (up from 1.6% last year). This is more than most advisors charge in fees.
The total Taxes Saved was $240,559,639. This is equal to: