- How index-based SMAs can optimize tax benefits
- Portfolio construction sampling methodologies: stratified sampling vs. sampled optimization
- The components of after-tax alpha
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.
Details, dilemmas, and timing of President Biden’s $4 trillion infrastructure plans and tax hikes are covered by our DC-based government affairs specialist.
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.