In this episode sponsored by Obsidian CIO, hosts Bob Huebscher (Founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) launch a new series exploring the growing importance of tax planning in the advisory profession.
The discussion examines why tax-aware portfolio management is becoming one of the strongest competitive advantages for RIAs, how recent innovations have expanded the advisor toolkit, and why clients increasingly expect advisors to focus on after-tax outcomes rather than simply investment returns.
- Tax Planning Is a Core Advisory Service — Learn why taxes represent one of a client’s largest lifetime expenses and why they should be treated as an integral part of portfolio management.
- Move Beyond Basic Tax-Loss Harvesting — Discover how direct indexing, long/short tax strategies, and exchange fund structures are expanding the opportunities for tax-efficient investing.
- Master the Fundamentals First — Understand why consistently maximizing 401(k) matches, HSAs, 529 plans, and cash management can create significant long-term value for clients.
- Focus on After-Tax Outcomes — Learn why evaluating investments based on after-tax, after-fee returns provides a more meaningful measure of success than gross performance alone.
- Technology Is Changing the Game — Explore how advances in portfolio technology are making customized tax management scalable for advisors serving a broader range of clients.
- Leverage Specialized Partners — Discover how OCIO platforms can help advisors implement sophisticated tax-aware investment strategies while allowing them to focus on client relationships.
Listen to the full Advisor Wars podcast on Spotify.
IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing. The podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
