Compounding Value - By Design

One structure. Three audiences. Aligned outcomes.

Clients

More wealth, engineered

Shifting equity management into a bespoke ETF wrapper creates substantial and compounding Tax Alpha over time.

WEALTH MANAGERS

Efficiency + Growth

Enterprise value rises, operational friction falls, and hours shift from portfolio mechanics to practice growth - with deeper resonance across clients and centers of influence.

CPAS AND OTHER  FINANCIAL PROFESSIONALS

Differentiated authority

A unique, high-impact strategy that is highly referable - and improves outcomes for your clients.

Resources

Go deeper on the structure.

The research, the mechanics, and the conversation behind Structural Alpha - to read, share, and bring to your clients and centers of influence.

PDF · 1-Page
Structure compounds alpha.
Practice System

The Structural Alpha Practice System

An ETF-based practice structure that converts a one-time portfolio decision into perpetual, compounding value - for clients, centers of influence, and advisors.

View & download
Video · Interview
Instant IP · with Kary Oberbrunner
The Conversation

The structural mechanisms, in conversation

Austin joins Kary Oberbrunner, founder of Instant IP, on the structural mechanisms and practice integration that truly differentiate Optimal Tax Asset Management.

Watch on YouTube
Article · WSJ
The Wall Street Journal
“You won the battle on investment fees. You’re losing the war against taxes.”
The Research

Quantifying the cost of tax drag

The Wall Street Journal details how taxes quietly erode equity returns - the research behind why structural efficiency compounds where fee savings alone cannot.

Read at WSJ
PDF · 1-Page
How ETFs eliminate tax drag.
ETF Mechanics

How ETFs virtually eliminate tax drag

The in-kind redemption mechanism, step by step - and how consolidating an entire equity allocation into one ETF moves tax drag out of taxable accounts.

View & download

If you have been looking for a tax drag solution that compounds with simplicity (instead of decaying with complexity) - this is a conversation worth having.

This client-focused platform was built by advisors for advisors. The fastest way to understand whether it fits your practice is a direct conversation about your business, your clients, and your growth goals.

Reach out to Austin
  • You manage a meaningful equity allocationAnd the tax cost of rebalancing it has become a recurring drag on client outcomes.
  • You want to be referable, not interchangeableA differentiated, high-impact strategy that earns the attention of CPAs and other centers of influence.
  • You value relationships and growth over managing portfolio mechanicsReclaim the hours that scale enterprise value instead of operational friction.
Contact

Let's see if the structure fits your practice.

One direct conversation is the most efficient way to evaluate the platform. Reach out and I'll respond personally.

Email
austin@optimaltaxinc.com
Open a draft
www.optimaltaxinc.com ↗ Start the conversation
Office
Optimal Tax Asset Management, Inc.
500 108th Avenue NE, Suite 1100
Bellevue, WA 98004