Insight
Remi Case Study: Sale of a Business
Clients facing the tax impact from the sale of a business? Learn how a Direct Indexing SMA offers a compelling solution.
8/9/2023
4 min read
Topic
Tax Management
Key takeaways
- Advisors may have clients who are planning to sell a business in the near future.
- Direct indexing can offer a way to reduce the tax impact and maximize net proceeds from the sale.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.