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While many investors are focused on the impact of investment fees on portfolios, they often overlook the fact that taxes can create a major drag on long-term investment returns. Unpredictable changes to tax laws can put a premium on strategic flexibility.

With the potential for major changes to the tax code discussed frequently these days, investors need smart, flexible tax strategies that can help them maximize returns. Advisors who understand these tax strategies and the breadth of tools available have an opportunity to differentiate themselves in a highly competitive marketplace. 

Download the white paper to learn more.

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