They say in real estate, location is everything. Given the income tax burden many face, it may now apply to the asset management world as directly as it does real estate. Chris Kaplan, CFA, Head of Specialty Markets at Equitable, has developed a presentation and set of best practices that not only demonstrates the efficacy of diversifying the way assets are taxed, but also speaks directly to the critical subject of implementing a tax diversification strategy. The result is a working model that uses the same vocabulary asset managers use and is far more thorough than simply acquiring a life insurance position as part of a retirement strategy. If you've struggled when approaching this type of advisor, this presentation may crack the code!