Our tax management tools in action
In this example, we have a client that an advisor just brought to their practice, and they want to transition out of their current equity positions into model positions
In this example, we have a client that an advisor just brought to their practice, and they want to transition out of their current equity positions into model positions. However, the new client is worried about the tax bill associated with transitioning their assets that currently have over $2.3 million in unrealized gains.