Tax Forward 365® Monthly Planner

Use our interactive planner to drive timely tax conversations, strengthen client relationships and differentiate your practice.

Start Now with our interactive planner

More Tax-Forward Tools & Resources

Tax-Exempt Investing Solutions icon

Tax-Exempt Investing Solutions

The municipal bond market is growing more complex.
Concentrated Stock Positions icon

Concentrated Stock Positions

Large concentrations may not be tax efficient.
Tax Management Strategies icon

Tax Management Strategies

Taxes can erode portfolio returns and disposable income.
Charitable Giving Strategies icon

Charitable Giving Strategies

Philanthropy is often overlooked as a key strategy.

Eaton Vance Parametric Investment Tax Calculator

See your client’s combined total tax rate – including federal, state and local taxes – for various investment income sources.

Launch about Investment Tax Calculator

The After-Tax Advisor®

Tap into this Advisor Institute program to demonstrate your value, differentiate your practice and build an optimal tax experience for your clients.

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More Tax-Planning Strategies, Tools & Resources:

Tax-Exempt Investing Solutions
The municipal bond market is growing more complex.
tax-exempt-investing-solutions.php
Concentrated Stock Positions
Large concentrations may not be tax efficient.
concentrated-stock-positions.php
Employ Tax Management Strategies
Taxes can erode portfolio returns and disposable income.
tax-management-strategies.php
Maximize Charitable Giving Strategies
Philanthropy is often overlooked as a key strategy.
charitable-giving-strategies.php
Eaton Vance Parametric Investment Tax Calculator
See your client’s combined total tax rate – including federal, state and local taxes – for various investment income sources.
investment-tax-calculator.php
The After-tax Advisor
after-tax-advisor.php
Tap into this Advisor Institute program to demonstrate your value, differentiate your practice and build an optimal tax experience for your clients