Bonus session: available onsite only. In this session, Duncan Gates will be discussing investing concepts that tax professionals can use with their clients to ensure that taxes are being taken into consideration when making investment decisions.
1. taxes are an integral part of investment decisions, yet they are rarely taken into consideration
2. the tax professional is in a prime position to be able to help clients take taxes into consideration when investing
CFP, ChFC, CLU, RICP,
Wealth Management Strategist,
HD Vest Financial Services