FINANCIAL SERVICES PROFESSIONALS

Not Being Tax Efficient Impedes Your Client's Ability To Accumulate Wealth​

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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. 

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 A single mistake can wipe out years of investment returns.

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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.

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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. 

Service Offerings:

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• Targeted Quarterly Webinars for Your Clients on Tax Matters

• Support on Client Calls

• Research and Analysis