Pro Spotlight: A Champion for Tax-Smart Investing
As head of Wealth Solutions for the Global Client Strategy team, Holly Swan is Allspring’s expert on tax-aware investing. She helps advisors and investors better understand and address tax- and estate-related concepts.
Key takeaways
- Tax-aware investing involves a series of changes to asset location and to investment strategies that allow investors to keep more of what they earn after paying income tax.
- Market volatility offers opportunities to create tax alpha, including tax-loss harvesting, lowering the cost basis of company stock shares, and estate planning.
- Advisors should discuss tax issues with clients every time they talk. Once tax season is here, there's very little that can be done to help clients reduce their taxes.
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