Blog & News
Gerard Michael
2024 Taxes Saved or Deferred Report
In 2024, the clients of Smartleaf users saved or deferred an average 2.13% in taxes.
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Gerard Michael
2023 Taxes Saved or Deferred Report
In 2023, the clients of Smartleaf users saved or deferred an average 1.94% in taxes.
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Gerard Michael
On Tax Day Will You Be a Hero or a Goat?
Are you and your clients be celebrating tax day?
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Gerard Michael
Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
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Gerard Michael
2022 Taxes Saved or Deferred Report
In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.
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Gerard Michael
2021 Taxes Saved Report
Do you save your clients more in taxes than you charge in fees?
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Gerard Michael
Rising Tax Rates Make Advisors More Valuable
Biden Tax Hikes and You
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Gerard Michael
On Tax Day, Will You Be a Hero or a Goat?
Are you and your clients celebrating Tax Day?
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Gerard Michael
Video: What to Look for in a Tax Management System
The six tools you should have in your tax management toolkit.
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Gerard Michael
Gains Deferral: The Core of Tax Management
Loss harvesting gets all the attention, but it's gains deferral that does most of the ...
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