Masters in Business · Friday, September 25, 2026
Adam Frank stresses that tax efficiency is as important as investment performance in wealth management. He explains how strategic tax planning, including strategies like tax-loss harvesting and understanding Qualified Small Business Stock (QSBS), can significantly preserve wealth for clients and their heirs.
“But taxes are an important component, and it's an important component for advisors to be thinking about, even if we can't give tax leader legal advice and make sure that clients always work with their own tax advisors.”
“So there are products there's, Tax transition management is you're moving from, right, somebody, a new client comes to you. They want to move over, but they've got a lot of funds with built-in gains.”
“And so I've talked to clients and just mentioned, hey, your stock sounds like it might be eligible for this QSBS, qualified small business stock treatment. Has your accountant mentioned it?”