At Farpointe, we believe strongly in the power of coordinated tax and financial planning. Scott and Brian recently published their latest thoughts on the subject in the Expert Series, "Tax-Aware Investing: Why It Matters and Where to Find Help."
You can view the article via the following links:
If you are a tax/accounting professional looking to grow your wealth practice, or a financial advisor looking to partner with a tax/accounting practice, Farpointe's partners have close to 100 years of experience helping advisors bring integrated tax and wealth planning to their clients.
For more information contact us today at firstname.lastname@example.org or (972) 616-4595.