4 Tax Tips for Wealth Managers
Financial advisors get trained in taxes, but often it's just a basic framework for how to structure investments.
Hiring a CPA can help you bring a much deeper level of understanding to a client's tax situation.
Click through to see some of the reasons having a CPA on staff will help clients, or read this as a single-page story here.
Read the cover story: Are CPAs Key to Financial Planning's Future?
Hiring a CPA can help you bring a much deeper level of understanding to a client's tax situation.
Click through to see some of the reasons having a CPA on staff will help clients, or read this as a single-page story here.
Read the cover story: Are CPAs Key to Financial Planning's Future?
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