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Discover how advisor value increases when tax-smart planning and investing are offered to clients.

No one likes paying taxes. We introduced tax-smart planning and investing into our Value of an Advisor formula in 2016. Why? Because taxes can take a big bite out of a portfolio.

The good news is that the impact of taxes on investment portfolios can be managed intentionally, reaping potential benefits for investors and advisors alike. 

This  annual study, now in its 11th edition, shows how managing for taxes could help improve a portfolio’s returns.

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