Tax Optimization

financial advisor

Why a Financial Advisor Should Review Your Tax Returns

Most people see taxes as something you work through with your accountant, not your financial advisor. After all, your accountant is the one who knows your tax needs, and your financial advisor is for help with investing, correct? In this case, showing your advisor your tax returns isn’t necessarily about that year’s taxes, but rather …

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tax planning vs tax optimization

Tax Planning vs. Tax Optimization (Key Differences)

Building wealth and protecting assets require a clear financial plan that evaluates your current financial situation and predicts what your future finances might look like based on the financial decisions you make. Financial planning is a broad term that includes a variety of information about your financial fitness and future financial goals, such as cash …

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