Efficient Tax Information

Efficient Tax LLC has developed and patented an advanced tool to help investment professionals go beyond minimizing taxes to deliver increased long-term after-tax wealth to their clients with taxable investments. The Efficient Tax Portfolio Optimizer (ETPO) provides daily reports informing money managers when it’s time to sell a security and invest in other equities that offer better after-tax returns. This strategy still minimizes taxes, but not at the expense of future after-tax wealth accumulation. It’s a just-in-time stock portfolio management system, powered by patented algorithms that act as a mathematical prism through which all equity investment decision choices are calculated on an after-tax basis, at the end of the day or a chosen investment horizon. The ETPO rationalizes fundamental market economics on an after-tax basis, at the tax-lot level, optimizing across entire portfolios with the ability to rank the investment merit of each holding on an after-tax basis, by comparing each investment with every other investment, all of the time. The ETPO guides investors to optimally harvest tax losses by quantifying the hidden value in them. The after-tax value of a profitable position is the market value of the tax lot, minus its tax liability. Conversely, the after-tax value of a losing position is the market value of a tax lot, plus the tax savings value resulting from not having to pay taxes on an otherwise profitable position, should an unrealized loss be realized through a sale.