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Incorporating Tax and Estate Planning into Wealth Management

Most successful individuals have tax and investment advisors, but we have found that these professionals almost never coordinate their efforts. We believe this occurs for two reasons: 1. Tax advisors are usually only tax reporters and do not proactively plan to reduce a client’s taxes. 2. Most Wealth Management Firms run from tax questions because they don’t have the necessary expertise and want to avoid liability.

 

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