Webinars With Industry Experts

75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

Tax increases underscore the importance of the bottom line for investors: It’s not what you earn on your investments that counts; it's what you keep after taxes.

Tax is a bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns.
 
Five-star rankings and lists of "top mutual funds" teach investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until after gains or losses are realized.

However, taxes can be source of "advisor-alpha." In 2014, HNWIs and UNHWIs face for the first time must deal with a five-dimensional tax system, and it requires a change in long-term tax planning strategy. Many of the ways advisors optimize for after-tax returns under the new tax regime are explained in this second installment of "75 Ways To Generate Income Tax Alpha®," which covers:
  • • Specialized investment strategies
  • • Strategic Tax Alpha® strategies
  • • Tactical tax strategies


The third installment covers:

  • • Tactical tax strategies (cont.) 
  • • Trusts and estates strategies
     

Studies over the past 15 years showed that taxes reduced returns by an average of one- to three-percentage points annually. The recent tax increases raise these percentages significantly. Advisors who understand how to utilize statutory tax shelters provided within the Internal Revenue Code, and explain them to clients, can compete more effectively for UHNWI clients.

Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation's leading  educators of lawyers, accountants and financial planners. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler contributes regularly to Advisors4Advisors and is an Advisor Products content partner.

This session is eligible for two IMCA® CE and two IRS EA CE credits.

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