<img src="http://www.centralcore7.com/54242.png" style="display:none;">
blog
REAL halloween blog

A Wealth Management Horror Story

October 31, 2019

One year later this Halloween wealth management horror story is still relevant — and (a little) scary.

More
blog
Video_ Tax Management

Video: What to Look for in a Tax Management System

June 27, 2019

The six tools you should have in your tax management toolkit.

More
blog
TL 117

Gains Deferral: The Core of Tax Management

May 16, 2019

Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

More
blog
TaxLossHarvestingMatters

Why Tax Loss Harvesting Really Matters

May 01, 2019

We address common objections to loss harvesting

More
blog
TL115_Householding

Automated Household-Level Rebalancing

April 17, 2019

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

More
blog
TL Taxes Saved 2018

2018 Taxes Saved: Documenting the Value of Tax Management

January 16, 2019

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

More
blog
REAL halloween blog

A Wealth Management Horror Story

October 31, 2018

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

More
blog
tax day

A Guide to Tax Management

April 05, 2018

We break it down and describe some of the challenges.

More
blog
Tax management services.jpeg

Why We Created a Taxes Saved Report

February 15, 2018

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

More
blog
Taxes Saved 2017.jpeg

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.

More