Do not fill this out:

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Financial Advisors Knowledge Center


Year-round Tax Management: It's What Your Clients Expect

Help protect client portfolios from the corrosive effects of taxes.

Clients want more and more from you, from service to communications to investment return. By adding active tax management to your offering, you can answer their call for more, help them keep more of what they make and help your business stand out from the competition.

Download our Tax Planning Toolkit to learn:

  • Just how much damage taxes can cause
  • Common tax considerations and issues.
  • Strategies for helping your clients keep more of what they make

Plus get our Tax Planning Guide and 1040 Review Sheet.

Get your Tax Planning Toolkit now.
Complete the form to receive your Toolkit. For more information, contact an SEI Advisor Network Consultant at 888-734-2679.


Information presented by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.