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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.

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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.
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