Every season is tax season
Top resources and action items for adding after-tax value all year long.
Prepare for Tax Day
Assess Tax Impact
Grow Your Business
Review Distributions
Lead up to tax day
Focus on the familiar. With 1099 Forms arriving, it’s a good time to review these with your clients. It’s important to know the different tax rates that may impact clients and investors. And it’s a good time to demonstrate for investors the impact taxes are having on their investment savings, and what can be done to minimize them.
Tax Season Essentials Guide
Tips and tactics that may help investors discover how they can maximize their after-tax wealth.
1099 Guide: A Tale of Two Investors
This simple guide walks investors through what to look for in a Form 1099-DIV.
Resources for all seasons
- Tax Impact Comparison Tool
- Value of Tax Management Tool
- After-Tax Wealth Handbook
- Tax Facts & Figures
- Tax Talk blogs
Resources with the "lock" icon are for financial professional use only. You will need to login to access these materials. If you do not have a login, you can request access.
Post-tax day review
Review, identify, take action. Too often, people tend to put taxes in their rear-view after April 15th. Use this season as an opportunity to review the Tax Day experience, starting with Form 1040. Together, identify any problems that need addressing, and create a plan of action. Achieving a better after-tax outcome doesn’t happen on its own.
After-Tax Wealth Checkup
A review of Form 1040 can help determine what might be done to improve an investor’s after-tax outcome.
Investment Proposal Tool
Create a custom proposal for your client.
(Formerly known as MAP Builder)
Resources for all seasons
- Tax Impact Comparison Tool
- Value of Tax Management Tool
- After-Tax Wealth Handbook
- Tax Facts & Figures
- Tax Talk blogs
Resources with the "lock" icon are for financial professional use only. You will need to login to access these materials. If you do not have a login, you can request access.
The season of opportunity – build a tax-smart practice
Now is the time to consider taxable growth opportunities. Focus time and efforts on specific opportunities. The sources of taxable assets are diverse; whether they are sources of liquidity like real estate or business sales, estate planning opportunities such as trusts, inheritances, and insurance benefits, or pre-retirement preparations for items such as deferred compensation and restricted equity—they all need advice on next steps. Create a plan, focus your opportunity set, and take action.
7 Sources of Taxable Assets
Identify the types of clients and assets where tax management really matters.
Value of an Advisor Study
A comprehensive study of the tangible benefits investors receive when they work with a tax-smart advisor.
CPA Relationship Guide
Turnkey tools and best practices to help you develop CPA relationships.
Resources for all seasons
- Tax Impact Comparison Tool
- Value of Tax Management Tool
- After-Tax Wealth Handbook
- Tax Facts & Figures
- Tax Talk blogs
Resources with the "lock" icon are for financial professional use only. You will need to login to access these materials. If you do not have a login, you can request access.
Review taxable distributions
Avoid the negative tax surprises. Most capital gains are distributed during December, which could cause both a sizable tax bill for clients and have an impact on their long-term investment planning. This impact also applies to gains on individual security transactions. Use this as an opportunity to review distributions (including dividends and interest) as well as capital gains realized throughout the year. Taxes are a cost; but it’s a cost that can be controlled.
Avoid the negative tax surprises. Most capital gains are distributed during December, which could cause both a sizable tax bill for clients and have an impact on their long-term investment planning. This impact also applies to gains on individual security transactions. Use this as an opportunity to review distributions (including dividends and interest) as well as capital gains realized throughout the year. Taxes are a cost; but it’s a cost that can be controlled.
4 A's of Preparing for Capital Gains Season
Actionable steps advisors should consider to improve client engagement during this season.
Tax Information
Access information on the dividends and capital gains distributed by our mutual funds.
Resources for all seasons
- Tax Impact Comparison Tool
- Value of Tax Management Tool
- After-Tax Wealth Handbook
- Tax Facts & Figures
- Tax Talk blogs
Resources with the "lock" icon are for financial professional use only. You will need to login to access these materials. If you do not have a login, you can request access.
Our approach to tax management
We’ve been actively saving money for investors for over three decades through a highly refined process.
Tax-managed solutions