📊 Tax Management
Direct indexing · Tax-loss harvesting · Long/short optimization
Client Name
Taxable Portfolio ($)
Embedded Gain ($)
Current Portfolio Structure
Mutual funds (high turnover)
Index ETFs (low cost)
Individual stocks (concentrated)
Mix of funds and stocks
Managed account (no direct indexing)
Federal LT Cap Gains Rate
20%
15%
0%
Federal Income Bracket
37%
35%
32%
24%
22%
NIIT Applies?
Yes (3.8%)
No
MN Resident?
Yes (9.85%)
No
Annual Contributions
Annual Withdrawals
Concentrated Positions?
ESG / Exclusion Preferences
Goals / Context
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Analysis
Direct Indexing
TLH Strategy
Aperio vs Parametric
Long-Short Tax Alpha
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