May 2021 Deliver Massive Value with Qualified Charitable Distributions (QCD)
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.Read More
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