One year later this Halloween wealth management horror story is still relevant — and (a little) scary.
The six tools you should have in your tax management toolkit.
Loss harvesting gets all the attention, but it's gains deferral that does most of the work.
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We address common objections to loss harvesting
Managing multiple accounts to a single target in a tax-optimized manner
How much Smartleaf users saved their clients in taxes in 2018.
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The (not actually so scary) story of an IRS audit
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Most tax management is mediocre. How do you demonstrate your excellence?
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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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