Tax Management in a Strong Market

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.

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Policy & Politics: Paving the Way for Infrastructure via Taxes

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

Proposed Tax Code Changes and Tax Management Insight

Biden administration tax code proposals and potential impact on taxable investments, market commentary, and tax management techniques favored by MPA in Q1.