After-Tax Consulting

Are you calculating your after-tax returns properly?

Measuring performance before taxes is pretty straight forward, but when you are measuring after-tax performance there are many factors that come into play.

  • Taxes are usually the largest cost of investing
  • Pre-tax, we typically consider three types of investor fees/expenses: trading costs, management fees, administrative fees
  • Taxes are a fourth category – arguably the most important!
  • After-tax returns more accurately reflect the investor’s true realized return
  • Consistent with client reporting recommendations
  • Goals-based investing
  • Increasing investor awareness and demand
  • Tax customization is part of value proposition of many separate accounts
  • For broadly distributed pooled funds in the USA – it’s the law!

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The Spaulding Group Consulting

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