Heeding tax winds, advisers chart new financial tactics for clients
Heeding tax winds, advisers chart new financial tactics for clients Tax planning has become an urgent topic following President Joe Biden's proposal aimed at high earners and wealthy investors. May 10, 2021 7 MINS Potential higher levies on ordinary income, capitals gains and estates have revved up financial planning discussions, turning tax strategies into almost an obsession for investment advisers and their clients. “It’s a conversation we have in every meeting,” said Karen DeRose, managing partner at DeRose Financial Planning Group. Advisers are engaging cl...
Source: investmentnews.com