CornerCap Research

Tax-Efficient Equity Investing: Investment Choices to Help Delay Taxes and Build Wealth

“In this world nothing can be certain, except death and taxes.” – Benjamin Franklin

But there are strategies to delay the tax bill. By leveraging specific investment vehicles or accounts, taxable private client and institutional investors can minimize the impact of taxes on their wealth accumulation. In a recent white paper, Jeff Moeller, Director of Research and Portfolio Manager explores the investment vehicles and accounts available , including direct indexing with tax management, passive ETFs and active ETFs, while evaluating their strengths and weaknesses. The objective is to help advisors and investors make informed decisions and choose the most suitable approach based on each individual investor’s circumstances and objectives.

Access the FULL REPORT.

Contact Derek Tubbs at CornerCap Institutional with any questions at or 404-520-1447