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      report by BlackRock

      [UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way

      Nov 15, 2022

      In this issue of Sharing Perspectives, we offer insights on the importance of tax optimization  and why a personalized approach matters.


      We highlight Envestnet and BlackRock’s shared perspectives on the impact of taxes: why taxes have become so much more essential to the investment conversation; how data and technology-driven innovations are leading to better client outcomes; and how advisors can incorporate tax optimization strategies into their practice. 

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