Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Biden administration tax code proposals and potential impact on taxable investments, market commentary, and tax management techniques favored by MPA in Q1.
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.