What advisors need to know about the crypto tax


Notably, these numbers are averages of estimates, and as the authors of the Vanguard study point out, there could be wide variability in results from client to client, and even from year to year (for example, the report shows an investment 185 basis points). tax planning). But what this study demonstrates is that nearly a third to a half of an advisor's alpha can be generated from investment-related tax planning strategies alone!