4 ways to keep clients’ portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
The 2014 tax season just passed, but there are still plenty of ideas that can serve you and your clients well throughout the year. It's not always easy, but working toward higher after-tax returns is worth it for tax-sensitive investors. Here are four tips to help you:
1. Control holding periods.
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