Professional investors are always on the lookout for opportunities to expand their wealth by providing the capital growing businesses need in exchange for equity. And chances are, given what you do as an Advisor, you know more than a few investors. Meanwhile, the CPA’s you’re trying to strengthen your relationships with are often the first […]
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If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly. Your clients can take the money they would have given to Uncle Sam and grow their wealth instead! Here are two tax planning secrets most financial advisors forget to tell their clients: Tax Planning Secret
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More than many other professionals, tax professionals are constantly faced with the need to keep their knowledge and their skills current. Tax laws change – sometimes dramatically – from one year to the next. If you’re not up to speed on the latest changes, you’ll wind up making more work for yourself and potentially costing
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