The wealth manager is typically not the tax expert. Tax expertise should be left to the tax CPA. The firm's founder has many years experience managing his own tax practice. He recognizes that tax laws change constantly which is why we don't do taxes, we don't give tax advice.
There is no single answer to the how-do-you-pay-less-taxes question, especially when you take into consideration risk tolerance, concentration of investments, client age, time horizon, financial situation, etc. It's like anything else: evaluate alternatives, choose the one or ones that fit best. In that regard, consider the following:
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