Active Tax Management by Patrick Geddes March 18, 2019
Heightened investor sophistication that took decades to evolve has finally forced the financial services industry to come to terms with how much fees can eat into returns. Naturally, the industry has resisted fee pressure since....
Active Tax Management by Patrick Geddes January 18, 2018
While the recently enacted Tax Cuts and Jobs Act has appropriately generated a great deal of press coverage and analysis, not as much has been written on its impact on taxable UHNW investors. Many investors and advisors were...
Active Tax Management by Patrick Geddes December 20, 2017
As many of you already know, the tax bill that passed today removed the proposed new rule mandating use of the FIFO (first-in, first-out) method for all asset sales...
Active Tax Management by Lisa Goldberg December 14, 2017
We’ve received a lot of great questions in response to our November 21 Client Research Call on how the FIFO provision in the US Senate version of the Tax Cuts and Jobs Bill might affect a tax-advantaged indexing strategy. The topic that has come up most frequently is...
Active Tax Management by Kenneth H. Lassner December 8, 2017
As the end of the year approaches, many of our clients are thinking about making contributions to their favorite charities or through their donor-advised funds or family foundations. Well-informed investors are likely also considering the tax implications of...
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