Every season is tax season

Active Tax-Managed Advantage

Top resources and action items for adding after-tax value all year long.

WINTER
Prepare for Tax Day
SPRING
Assess Tax Impact
SUMMER
Grow Your Business
FALL
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

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

1099 Guide

This simple guide walks investors through what to look for in a Form 1099-DIV.

Resources for all seasons

 

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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

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

Investment Proposal Tool Output

Create a custom proposal for your client.

(Formerly known as MAP Builder)

Resources for all seasons

 

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
 

7 sources article

Identify the types of clients and assets where tax management really matters.

Value of an Advisor Study

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
 

CPA Tips

Turnkey tools and best practices to help you develop CPA relationships.

Resources for all seasons

 

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.

4 A's of Preparing for Capital Gains Season

4 A's of Preparing for Capital Gains Season

Actionable steps advisors should consider to improve client engagement during this season.

Tax Information

Tax Information

Access information on the dividends and capital gains distributed by our mutual funds.

Resources for all seasons

 

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.

Request a custom tax analysis for more information

This offer is for registered U.S. financial professionals only. * Asterisks indicate required fields.

To find your CRD number, go to adviserinfo.sec.gov.

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