Tax season is wrapping up, so my tax alpha shills will wrap up soon as wellIf you don't have your shit done, file for an extension to buy yourself more timeIf you have questions the @countonsheep boys will chat with you for FREE using the link below.https://t.co/9PHOrGz1sW ...

Core Insights - Total return is emphasized over chasing dividends due to tax inefficiencies and underperformance [1] - Capital gains recognition and high dividend income may indicate frequent trading or tax-inefficient investment vehicles [2] - Loss carryforwards can be utilized to exit high-fee or undesirable investments without incurring taxes, providing strategic tax benefits [3][4] Tax Management Strategies - Managing marginal tax rates is crucial for investment decisions, allowing clients to optimize tax brackets and recognize gains tax-efficiently [5][6] - Assessing the benefits of debt is important, as paying off high-interest debt can yield better after-tax returns than holding bonds [7] - Charitable contributions can be structured tax-efficiently, such as donating appreciated securities to donor-advised funds [8][9][10] Investment Deductions and Tax Alpha - Identifying missed investment deductions, such as state deductions from interest income on US government obligations, can enhance tax efficiency [11] - Utilizing health savings accounts (HSAs) can provide tax advantages similar to Roth accounts, allowing for tax-free reimbursements in the future [12]

RT Denitsa Tsekova (@denitsa_tsekova)Today’s Big Take: Wall Street’s newest edge isn’t just alpha -- it’s “tax alpha”From loss-harvesting to 351 conversions, strategies aim to cut tax bills, not just boost returns.The boom is drawing attention in Washington.W/ @justinaknop @SamJPotterhttps://t.co/hCpHgIDJkI ...