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      Tax Management

      Featured Post

      2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

      6 minute read | July 9, 2025

      The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...

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      Financial Planning
      July 29, 2025

      Trust Departments and Wealth Firms Collaborating on Client Solutions

      As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer...
      Retirement Planning
      June 5, 2025

      Smarter Tax Strategies with Direct Indexing

      Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom...
      Financial Planning
      May 22, 2025

      Tax Optimization Strategies for a Changing Financial Landscape

      In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...
      Financial Planning
      February 18, 2025

      How to Position Tax Planning as a Value-Added Service for Financial Advisors

      Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...
      Tax Management
      January 8, 2025

      The Power of Tax-Loss Harvesting: A Key Tax Optimization Tool

      As an advisor, you know firsthand that taxes can consume a significant amount of your client's investment returns and income each year. Acting as their trusted financial...

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