Tax-Aware Investment Strategies

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  • 12 mins 28 secs
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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.
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Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients. To learn more, visit www.columbiathreadneedle.com/us
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Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

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Advisory services provided by Columbia Management Investment Advisers, LLC.

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