I’m a Wealth Adviser: This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
As Featured In: Kiplinger (Adviser Intel) — Omar A. Morillo, CFP®, ChFC®, AIF® · April 18, 2026
Many portfolios are managed for performance first and taxed as an afterthought. In this Kiplinger column, Omar Morillo of Imperio Wealth Advisors discusses how proactive coordination between investment strategy and tax planning matters most around major financial events: large capital gains years, concentrated stock positions, and liquidity events like a business sale.
He outlines common mistakes investors make in each scenario and why starting the conversation 12–24 months ahead of an anticipated event tends to preserve more options.
This post summarizes content originally published by Kiplinger (Adviser Intel). It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed in the original piece are those of the quoted individuals and/or original publication, not a guarantee of future results. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
