Blogs

Case Studies

Webcast: Case Study - Non-Qualified Options - Minimizing Future Tax Liability

November 1, 2017

Tax Economics is a mind-set and approach to making investment decisions focused on maximizing after-tax returns. Investors can reap enormous financial benefits by considering the tax implications... Read More

Case Studies

Webcast: Case Study - Dividends vs. Withdrawals

October 12, 2017

Tax Economics is a mind-set and approach to making investment decisions focused on maximizing after-tax returns. Investors can reap enormous financial benefits by considering the tax implications... Read More

Case Studies

Webcast: Case Study - Charitable Donations

September 21, 2017

Tax Economics is a mind-set and approach to making investment decisions focused on maximizing after-tax returns. Investors can reap enormous financial benefits by considering the tax implications... Read More

This article is provided for informational purposes only. The information contained within this article was carefully compiled from sources Aperio believes to be reliable, and it is accurate to the best of our knowledge and belief. However, Aperio cannot guarantee its accuracy, completeness, and validity, and cannot be held liable for any errors or omissions. All information contained herein should be independently verified and confirmed. Aperio does not accept any liability for any loss or damage whatsoever caused in reliance upon such information. Aperio provides this information with the understanding that it is not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. Aperio recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, Aperio cannot provide any assurances that they will perform as expected and as described in this article. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain.