Tax Prep with a Financial Advisor: 5 Ways They Can Help
A Strong Financial Plan Includes a Strong Tax Strategy Knowing some strategies to help reduce your overall tax burden can lead to significant savings at tax time. While you may know the benefits of working with a Certified Public Accountant (CPA) to assist you, did you know that financial advisors can be helpful with tax strategy, as well? An experienced financial advisor can recommend strategic tax options to help lower your annual tax burden. These conversations with your advisor are most beneficial if you start early and continue to have them throughout the year, that way you’ll be better […]
