Texas Capital ETF & Funds Management’s Post

ETFs can offer tax efficiency in fixed income. Surprised? Learn more here: https://bit.ly/44yonKX #CapitalGroupETFs #ActiveETFs Important disclosures: https://bit.ly/2JzEDWl .

In the spirit upcoming Tax Day, have you been getting calls from your clients about their capital gains distributions? #ETFs are the answer you've been looking for! Say goodbye to these tricky conversations FOREVER by connecting with Tidal Financial Group to discuss how we can help YOU launch, operate, and grow an ETF business! Connect with Tidal's Business Development team: Brittany Christensen and Tina Singh to learn how to start the process today! #taxefficency #assetmanagement #global #investing #ETF #Capitalmarkets #capitalgains #taxday #growth #wealth #RIA #AUM

It's tax season and the time for ETFs to shine! In our latest article we unpack the ETF wrapper tax efficiency, and explore how capital gains distributions are reduced when compared to conventional investment options. Read the article here: https://bit.ly/3xODPGN #TidalFinancialGroup #MakingWaves #ETF #ETFIndustry #ETFLeadership #ETFS #Markets #ETFThinkTank #Taxes #Tax #TaxSeason

ETFs can offer tax efficiency in fixed income. Surprised? Learn more here: https://bit.ly/44yonKX #CapitalGroupETFs #ActiveETFs Important disclosures: https://bit.ly/2JzEDWl .

Click through for some facts about ETFs and why many folks are using ETFs to decrease the tax liability from their investments. #etfs #taxefficiency #investing

Here are three things we believe all financial advisors should know about ETFs and their tax efficiency! More on ETFs and their tax benefits here: https://lnkd.in/eRVu-spG

I love asset location planning! Traditional asset location spreads the same allocation across all accounts. The Tax code in the US is very complex and allows us to place investment in the most tax efficient account.  This will save you (and your heirs) #taxes. Whether you have an IRA, Roth or taxable account, there will be a placement that is more efficient for you.

Important Note: Did you know that your investment slips can be amended up till April 15th? Because your investment numbers could change you should wait until closer till the end of April to file your taxes. Bring them in early and we will double check before filing to see that nothing has changed before we file. We always have your best interest in mind here at Atum Financial Services Inc.      Thank you for your cooperation and understanding! Looking forward to a great 2024 tax season.  #taxes #investments

💡Eager to share our knowledge on managing the tax burden when selling investment property! 🏡    📈 Learn how capital gains taxes and depreciation recapture can impact your wealth accumulation and explore tax mitigation strategies in the article "Managing the Tax Burden on the Sale of Investment Property".💰     #TaxPlanning #InvestmentProperty #FinancialIntelligence #TaxStrategy #PlanningAhead 6575126.1

#TaxPlanning 📃✨ Diversifying your investments across stocks, mutual funds, gold, and real estate? Did you know the tax implications behind each move? Swipe left to learn more. Tax planning got you down? Book a free #KarmaConversation with Turtle today and our experts will help you get on the right track. Link in comments. #financialplanningzarurihai #personalfinance #financialplanning #taxes