Active Tax Management by Lincoln Fleming April 5, 2022
After the challenging planning environment of 2021, wealth advisors might do well to regroup with clients to ensure that decisions made under the constraints that prevailed late in the year are best positioned for implementation. Across today’s dynamic tax, political, and economic landscapes...
Active Tax Management by Lincoln Fleming May 17, 2021
As a recovering tax accountant, I’ve reviewed far more tax returns during my career than I care to remember. In an effort to add value as a tax advisor, I would frequently mine the tax returns of clients and prospects for tax “gold”—overlooked tax-planning nuggets glittering just below the surface...
Active Tax Management by Taotao Cai & Lisa Goldberg May 5, 2021
An investor might hold on to concentrated stock for a variety of reasons. A position may carry a substantial tax overhang, or perhaps it has emotional value, representing the fruits of hard work building a successful business. Investors are subject, in greater or lesser degrees, to the “endowment effect,” which is our tendency to...
Active Tax Management by Taotao Cai & Lisa Goldberg February 23, 2021
The S&P 500 Index return was up 18.4% in 2020, even though 95% of its constituents experienced a drawdown of more than 10%. This is not, however, just another crazy thing that happened in 2020...
Active Tax Management by Patrick Geddes September 19, 2019
At Aperio, we’ve been asked by many wealth advisors and family offices about our views on opportunity zones (OZs), a tax incentive that allows for deferral and even elimination of some capital gain for taxable investors. In our view, the best way to look at these structures requires incorporating three different angles...
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