“Tax-Aware Investing” White Paper

Enhance Portfolio Performance with Smart, Tax-Aware Investing

In this comprehensive 7-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explores how integrating tax considerations into investment decisions can significantly improve after-tax returns. From asset location and tax-loss harvesting to managing capital gains and income distributions, Keebler provides actionable strategies and insights that every financial advisor, tax professional, and high-net-worth investor should know to build more efficient portfolios.