Are popular tax strategies actually helping you—or just adding complexity? In this episode, Stephen Nelson and Matt Higbie break down some of the most overhyped tax strategies high-income investors hear about—like direct indexing, customized portfolios, and long-short strategies—and explain why they often don't deliver the results promised.

We also share one tax strategy that does work for the right person, combining donor-advised funds and Roth conversions to reduce taxes in a meaningful way. If you're a high-net-worth investor looking for simpler, smarter tax planning, this episode will help you cut through the noise.

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