Client alert · August 2026
Measuring What Matters
Tax KPIs for investment managers
A KPI is a claim about the objective, not the objective.
In brief
Which tax metrics predict after-tax returns, which merely describe last year, and how selection bias, marks, and fee resets distort the comparisons most decks rely on.
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This alert is for general information only and is not tax, legal, investment, or accounting advice. Consult your own advisers before acting. Carlos A. Schmidt, MBT, MBA, CPA · Managing Member · carlos@lapresallc.com · (917) 558-6393.