Managing multiple accounts to a single target in a tax-optimized manner
How much Smartleaf users saved their clients in taxes in 2018.
The (not actually so scary) story of an IRS audit
We break it down and describe some of the challenges.
Most tax management is mediocre. How do you demonstrate your excellence?
Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their clients more than most advisors charge in fees.
How the proposed FIFO rule would change wealth management
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