Homrich & Berg outlines tax-aware investing strategy to boost after-tax returns for high-earning professionals

• Homrich & Berg outlined a tax-aware wealth planning push for high-earning professionals to lift long-term after-tax investment results.
• Priorities include tighter asset location across taxable, tax-deferred, Roth, and HSA accounts to reduce annual tax drag.
• Planning will emphasize multi-year tax decisions, including using lower-income years for selective Roth conversions or capital-gain management.
• Advisory work will start earlier ahead of liquidity events such as practice sales to shape deal timing, charitable strategy, and portfolio positioning.
• Retirement plan design reviews will target higher tax-advantaged contribution capacity, including evaluating cash balance plans alongside 401(k) structures.

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