September 29, 2022

Parametric

CPAs: 3 Ways Direct Indexing Can Help Your Clients Level Up Their Charitable Gifting

Direct indexing is an investment strategy that can help your clients take charitable gifting to the next level, potentially offsetting gains and reducing tax liabilities in ways that improve their after-tax performance—and possibly even lead to better outcomes for the charity or recipient. Using direct indexing for charitable gifting (and for other things, too) is […]

CPAs: Make Direct Indexing Your Estate Planning Secret Weapon

Traditionally, the role of accounting professionals in estate planning has been tertiary at best, with clients consulting CPAs only on the tax implications of select decisions—or simply leaving them out of the process altogether.  As you’re certainly sick of hearing by now, however, today’s most successful CPAs are taking on more advisory functions, with one […]

4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients

Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]