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Tax-Aware Investment Strategies

Minimizing taxes can have a critical impact on portfolios over time and is one of the top priorities for high-net-worth clients. Seth Buks, CIMA, Client Portfolio Manager at Columbia Threadneedle Investments, discusses common tax-management strategies that advisors are implementing, why now is a good time to start having a conversation with clients about different strategies, and why they have become such an important part of the advisor-client relationship.