Active Tax Management by Lisa Goldberg April 18, 2019
The small, volatile stocks that compose the Russell 2000 Index may make that benchmark a promising source of tax alpha, but turnover in small-cap indexes tends to be high. Does the turnover in the Russell 2000 offset the benefits of...
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...
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