Maximizing Your Tax-Able Value: How Addressing Six High-Net-Worth Tax Challenges Can Keep Your Firm Profitable and Relevant. 


The growing complexity of affluent investors’ financial lives and tax situations will make it difficult for investment-only advisors to land and retain these clients. To survive, they will need to add financial planning to their service models, and be able to work in partnership with their clients’ accountants and attorneys to address specific tax challenges.

While each client’s situation is unique, Dan finds that most of the challenges he encounters that require both tax and wealth management expertise fall into six general categories.

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