Tax Aware Investing Resources 


Tax aware investing is the process of improving investment performance by employing advantageous tax strategies. The federal income tax has always been the greatest drag on investment returns, greater than inflation, management fees or transaction costs, but until recently tax planning wasn’t a part of the investment process. Most investors focused on achieving the highest possible pre-tax return and left the tax planning until after investment gains or losses had already been realized. During the past 10 to 20 years, however, there has been a growing realization that it isn’t what you earn that counts, but what you keep after taxes. This has made tax aware investing one of the hottest topics in investment planning.


Whitepaper
 
Tax Aware Investing: Creating Tax Alpha in Today’s Income Tax Environment
by Robert Keebler, CPA/PFS

Tax planning is a critical part of the investment process. This whitepaper covers:
  • The definition of tax aware investing and why it’s important
  • Strategies to create Tax Alpha
    • Bracket management
    • Portfolio management
    • Draw-down strategies for the retirement portfolio
    • Planning for concentrated low basis portfolios
Videos

Tax Aware Investing
In this video, Bob Keebler, CPA/PFS defines tax aware investing and provides an overview of key topics.

Bracket Management
In this video, Bob Keebler, CPA/PFS discusses how to create Tax Alpha with bracket management strategies.

Portfolio Management
In this video, Bob Keebler, CPA/PFS discusses key issues with portfolio management strategies, including capital gain and loss harvesting as well as tax asset classes.

Drawdown Strategies
In this video, Bob Keebler, CPA/PFS discusses tax-efficient drawdown strategies for the retirement portfolio.

Concentrated Low-Basis Position
In this video, Bob Keebler, CPA/PFS discusses goals and strategies for managing concentrated low-basis stock positions.

Webcast

Recording | Slides

Although the focus of financial planning has always been on reaching wealth accumulation goals by, managing assets for tax efficiency is often an afterthought. Many could meet their goals more easily and preserve more of their wealth if tax efficiency is carefully considered.

In this webcast, Bob Keebler and Scott Sprinkle will share insights into how to gain tax efficiency using strategies like:
  • Bracket management
  • Portfolio management
  • Drawdown strategies
  • Planning for concentrated low basis positions

Podcasts

Bracket Management In-Depth
In this video recording | slides, Bob Keebler takes a deep dive into tax bracket management, including:

  • An overview of the five dimensional tax system
  • Net investment income tax
  • Tax-efficient investing
  • “Flying below the radar”
  • Capital gain and loss harvesting and more!

Portfolio Management In-Depth
In this video recording | slides, Bob Keebler takes a deep dive into tax-aware portfolio management strategies, including:

  • Leveraging statutory tax benefits
  • Long-term capital gain rate
  • Qualified tuition plans and education savings accounts
  • Retirement accounts
  • Master limited partnerships
  • Real estate
  • Tax deferred annuities

Draw Down Strategies In-Depth
In this video recording | slides, Bob Keebler goes in-depth into draw down strategies, including

  • Retirement accounts and associated incentives
  • Asset allocation and ideal assets
  • Tax-sensitive retirement distribution planning
  • How to combine bracket management with distribution planning
  • How to combine tax efficient investing with distribution planning
  • Taxation of IRA distributions and Social Security

Tax Planning for Concentrated Low-Basis Positions In-Depth
In this video recording | slides, Bob Keebler goes in-depth into the tax planning aspects for concentrated low-basis stock positions, including:

  • Loss harvesting and the wash sale rules
  • Taxation of options and warrants
  • Tax issues relating to margin accounts



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