Sponsored by Eaton Vance
Taxes can erode portfolio returns, diminish disposable income and impact wealth longevity. When it comes to tax planning, advisors need to think ahead – not just during Q4 or while taxes are being prepared. An After-Tax Advisor is mindful of taxes all year long to help clients keep more of their wealth and build lasting relationships.
This paper is designed to help enhance your value using these three tax tenets:
- Taxes can be a client's easiest investment "fee" to reduce
- Asset location can be as important as asset allocation
- Uncle Sam can be a coach, not just a referee