Managing Tax Drag Year‑Round: The Alpha You’re Looking For

April 15th may be dreaded by most, but for advisors, it can be a powerful opportunity. In this episode of If You Could, Matt and Taryn are joined by Tara Popernik, EVP of Wealth Planning at LPL Financial, to break down why tax planning is one of the most underrated — and most differentiating — components of holistic wealth management. They unpack how advisors can reframe “tax day” from a once-a-year burden into a year-round value driver, helping clients focus on what really matters: after‑tax outcomes. Tara challenges conventional thinking around taxes, shares insights from recent legislative changes, and explains why agility and long-term perspective are essential in today’s planning. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!