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White Paper No. 62: Quantifying the Value of Tax-Aware Decision Making
WRITTEN BY | July 31, 2017
Greg Friedman
Chairman and Managing Director
Jeff Moyer
Managing Director

What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio? Is tax-loss harvesting more valuable than after-tax portfolio design? How can we determine the value of asset location strategies? These are critically important questions for clients and their advisors which we explore in our latest white paper.

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