Jeremy Milleson

Fine-Tuning Risk Management for Highly Volatile Stocks

How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.

Preparing Now for Mutual Fund Distributions in 2024

Plan distributions now to reduce tax liabilities for the rest of 2024.

2024 Tax Outlook: Creeping Brackets and Tax Policy Dynamics

Shifting tax brackets and other policies can impact taxpaying investors. What do we see on the horizon?

Have a Bountiful Tax Harvest: How Position Counts Can Affect Direct Indexing Potential

Determining the right range of securities can be tricky. Read how broader exposure could give investors a bountiful tax-loss harvest for their direct indexing portfolio.

The Ins and Outs of Tax-Managed Charitable Gifting

How can investors make the most of charitable gifting, both for charities and their own portfolios?

Don’t Let the Mask Fool You: Understanding SMA Composites

Are you getting spooked out of choosing the right SMA provider? Get the facts on how to tell the real thing from a good costume.

Tax Management and Tracking Error: You Can’t Have One Without the Other

Investors may bristle at the mere mention of tracking error. Read how it can help investors keep more of their money while seeking to maximize their after-tax returns.

Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade

For taxable investors, an appreciating portfolio can be a mixed blessing. Find out how to keep your investment tax bill in check for the long term.

Tax Questions Loom as the 2024 Election Draws Near

Read how we think the tax landscape might change in the face of election season.

A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn

Learn why not all tax-loss harvesting opportunities are created equal in a down market.

2023 Tax Outlook: Four Questions for Taxable Investors

A divided Congress makes major changes to tax legislation unlikely, but there’s still plenty for taxable investors to keep their eye on in 2023.

Three Wise Ways to Give Charitably

‘Tis the season to consider the ins and outs of charitable gifting.

Four Ways to Improve After-Tax Investment Returns

Active tax management is a year-round, multifaceted effort. Discover four of the best ways to create tax savings for your clients.

Midyear Tax Outlook: Will Proposed Tax Changes Stop Being Proposals?

Between a divided Congress and worldwide inflation, the timing for President Joe Biden to impose tax changes may be even worse than before.

Short-Term Reversal Factor: A Balancing Act

Strike the right balance between maximizing after-tax returns and aligning with benchmarks.