The six tools you should have in your tax management toolkit.
The basic idea of tax management is straightforward: reduce taxes without reducing pre-tax returns. But scalable, efficient implementation of tax management is challenging if you don’t have the right technology. In our latest video, we look at what you need in your tax management toolkit.

RELATED ARTICLES
Gerard Michael
2
min read
Smartleaf InVest 2019 Demo: Householding
A seven-minute demo of Smartleaf’s householding functionality
Start Reading
Gerard Michael
2
min read
Video: Discovering Unified Managed Householding
A recording of our “Discovering Unified Managed Householding: A Demo” webinar with Smartleaf’s Victor Pollaci and Stefan ...
Start Reading
Gerard Michael
4
min read
[Demo Video] Smartleaf's Advisor Portal
A six minute demo of Smartleaf's Advisor Portal.
Start Reading
COMMENTS