March 02, 2018
New Tax Law, More Tax Questions for Financial Advisors
Spurred in part by questions about the new tax law, investors with complex financial lives increasingly are turning to their financial advisors for help in managing tax liabilities and strategies as part of a coordinated and holistic plan. Buckingham's Bill Morgan and Elliot Dole weigh in with others as Financial Planning magazine explores this trend, and offer a look at how tax planning has long fit into our approach to serving clients through comprehensive wealth management.
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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
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