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Live Class
Personalization as a growth strategy: Fueling scale and efficiency through tax-advantaged SMAs
November 12, 2026
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12:00PM ET
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1 CE Credit
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Live Class
Live Q&A: Tax-advantaged solutions, from the expert who builds them
November 30, 2026
•
12:00PM ET
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Private markets
Real estate
Farmland
Alternative credit
Private equity
Tax optimization
Tax advantaged solutions
Tax deferred exchanges
Tax exempt solutions
Advanced wealth topics
Wealth transfer for business owners and individuals
Tax planning for the affluent
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Events
Private markets
Tax optimization
Advanced wealth topics
Register now
Login
Real estate
Farmland
Alternative credit
Private equity
Tax exempt solutions
Tax advantaged solutions
Tax deferred exchanges
Wealth transfer for business owners and individuals
Tax planning for the affluent
Search for:
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Tax Optimization
Tax-Exempt SMA
Muni resilience in a shifting landscape
Muni resilience in a shifting landscape