CFO Insights Six steps to transforming tax As globalization accelerates, tax issues often become more complex and relevant to an organization’s business strategies. At the same time, companies face demands by tax authorities for more information faster—demands that are only going to increase (see sidebar, “BEPS: What to expect next,” page 2). They also face...

tax Key Contacts Robert Fisher Silicon Valley D: +1­650­473­2676 Arthur V. Hazlitt New York D: +1­212­326­2048 Luc Moritz Los Angeles D: +1­213­430­6672 Overview Larry Sussman Beijing D: +86­10&sh...

LOW-COST TAX DEFERRAL www.trustamerica.com INVESTMENT-ONLY VARIABLE ANNUITY Taxes are a critical part of the wealth management equation. By locating certain assets in tax-advantaged investment vehicles, financial advisors can help clients reduce taxes over time and potentially enhance overall performance by 100 basis points or more. This approach can keep more money compounding in...

Our Perspective TAX REFORM AND MUNIS – JANUARY 2017 Ronald Schwartz, CFA Managing Director, Senior Portfolio Manager, Tax-Exempt Ron is a Senior Portfolio Manager focused on the TaxExempt Strategies. He has worked in the investment management industry since 1982. Ron received a B.A. in Business Administration from Adelphi University and is a CFA Charterholder and a member of the CFA...

Seix Market Insights Tax-Exempt Fixed Income Executive Summary yy yy Ron Schwartz, CFA Managing Director, Senior Portfolio Manager The yield curve flattened during the fourth quarter in anticipation of the Federal Reserve Bank’s December interest rate increase. Demand remained strong in the municipal bond market, as did issuer fundamentals. yy We remain bullish on municipal bonds...