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Latest Thought Leadership on Integrated Tax and Wealth Planning

Latest Thought Leadership on Integrated Tax and Wealth Planning

April 05, 2022
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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 info@farpointewealth.com or (972) 616-4595.