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The Tax Cuts and Jobs Act (TCJA) of 2017 represented one of the most significant overhauls to the US tax code in recent decades, introducing a range of temporary changes intended to stimulate economic growth. Now, as we approach the 2025 expiration date of many TCJA provisions, investors, families, individuals, and business owners are bracing […]

Investing is not just about the returns you see on the screen. How much of those returns you get to keep after taxes is also of tremendous importance. Of course, determining the optimal asset allocation for one’s unique goals and objectives is paramount, but here we highlight the keys to achieving tax-efficiency in portfolio management. […]