The Test Company
Drawing on the insights and experience of our investment specialists and market strategists, we share our perspectives on key themes and solutions for tax management.
Discover the advantages of tax-smart SMA and intelligent tax technology in helping advisors tailor solutions to client’s tax needs.
Read more
As discussed in Tax Efficiency of ETFs, ETFs offer potential tax efficiency advantages. We will examine how this was achieved during market turbulence in 2022. Active ETFs distributed lower capital gains, highlighting the structural benefits of ETFs like in-kind transactions, which helped minimized tax liabilities and enhanced potential investor returns.
Read more
Jon MaierChief ETF Strategist
Tax-loss harvesting and direct indexing can help mitigate tax liabilities and grow wealth, especially amid market volatility.
Read more
Garrett NormanInvestment Specialist and Mia Yammine
Mia YammineInvestment Specialist.png)
Discover how savvy investors can turn market volatility into opportunity with active tax management. Learn strategies to harvest tax savings and generate alpha in 2025's unpredictable market landscape.
Read more
Jack ManleyGlobal Market Strategist
Explore how tax-smart technology can enhance portfolio management, optimizes transitions, and improves after-tax outcomes, helping investors retain more earnings.
Read more
A tax-managed exit strategy into a diversified Separately Managed Account (SMA) can reduce investment risk and the tax bill at the same time.
Read moreGarrett NormanInvestment Specialist and Mia YammineMia YammineInvestment SpecialistBe tax active with J.P. Morgan
Take a transformative approach to tax savings. Manage taxes more effectively with our diverse set of tax solutions, including the Heatmap Analysis tool, tax-efficient ETFs and the Tax-Smart Platform.
