FINANCIAL SERVICES PROFESSIONALS
Not Being Tax Efficient Impedes Your Client's Ability To Accumulate Wealth
Financial Advisors, Wealth Managers, and Insurance Professionals, we can assist you and your client(s) with answers to tax questions that relate to individual transactions.
A single mistake can wipe out years of investment returns.
The wrong advice or the misinterpretation of complex Internal Revenue Code Sections and Regulations can cost your clients thousands or hundreds of thousands which can tarnish your reputation as a trusted advisor. There is a reason why large firms hire staff attorneys because they provide reassurance and eliminate costly mistakes. However, we understand that hiring a tax attorney can require a big commitment in time and money; therefore, we realize that it is not feasible for most small advisory firms.
We provide affordable options to solos and small firms to serve as your on-call Tax Counsel to provide legal and ethical tax advice and recommendations.
Research shows that a partnership with Tax Counsel can give advisors an edge to retain and attract clients. Our Tax Attorneys have experience with advanced tax strategies; so they are no strangers to advanced level thinking.
Targeted Quarterly Webinars for Your Clients on Tax Matters
Support on Client Calls
Research and Analysis