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Active Tax Management by Lincoln Fleming November 3, 2022
For many people, the end of the year is a season for giving, a time to focus less on ourselves and more on our communities and the causes that are important to us. Many of us also find ourselves looking for ways to save on taxes at year-end...
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Active Tax Management by Lisa Goldberg, Harrison Selwitz, & Simge Ulucam September 22, 2022
Diversification is a foundational principle of risk management. By deploying wealth across a range of securities, an investor becomes less susceptible to a disaster that may result from holding a concentrated portfolio. Historically, investors who had a large portion of their wealth invested in...
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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...
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