Tax Aware Investing Resources

September 14, 2016

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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

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