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At the Money: How to Pay Less Capital Gains Taxes

The Big Picture

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

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After-Tax Performance of Actively Managed Funds

Alpha Architect

Ignoring the impact of taxes on the returns of taxable accounts is one of the biggest mistakes that can be made. After-Tax Performance of Actively Managed Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Managing Taxes in Retirement using the Effective Marginal Tax Rate

Advisor Perspectives

Research on tax-efficient retirement distribution strategies aims to sequence withdrawals from taxable, tax-deferred, and tax-exempt accounts to maximize after-tax spending.

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Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup!

MainStreet Financial Planning

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough. For others, it will be a significant challenge.

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Automated Tax-Loss Harvesting Technology: Is The Value Overstated?

Nerd's Eye View

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. But what the providers of automated tax-loss harvesting often don’t mention is that the actual value of tax-loss harvesting depends highly on an individual’s own tax circumstances.

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Unlocking Advisor and Investor Growth with Tax Management Services

Wealth Management

Clients and advisors alike can benefit from a focus on mitigating taxes.

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