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Automated Household-Level Rebalancing

April 17, 2019

Managing multiple accounts to a single target in a tax-optimized manner

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2018 Taxes Saved: Documenting the Value of Tax Management

January 16, 2019

How much Smartleaf users saved their clients in taxes in 2018.

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A Wealth Management Horror Story

October 31, 2018

The (not actually so scary) story of an IRS audit

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A Guide to Tax Management

April 05, 2018

We break it down and describe some of the challenges.

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Why We Created a Taxes Saved Report

February 15, 2018

Most tax management is mediocre. How do you demonstrate your excellence?

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Documenting the Value of Tax Management: 2017 Taxes Saved

January 10, 2018

Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their clients more than most advisors charge in fees.

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FIFO and You

December 13, 2017

How the proposed FIFO rule would change wealth management

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