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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