Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
2022 Taxes Saved or Deferred Report
In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.
2021 Taxes Saved Report
Do you save your clients more in taxes than you charge in fees?
Rising Tax Rates Make Advisors More Valuable
Biden Tax Hikes and You
On Tax Day, Will You Be a Hero or a Goat?
Are you and your clients celebrating Tax Day?
Video: What to Look for in a Tax Management System
The six tools you should have in your tax management toolkit.
Gains Deferral: The Core of Tax Management
Loss harvesting gets all the attention, but it's gains deferral that does most of the ...
Why Tax Loss Harvesting Really Matters
We address common objections to loss harvesting
A Guide to Tax Management
We break it down and describe some of the challenges.
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