Sponsored by Covisum
Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity.
Historically, the topic of taxes is like the elephant in the room – many financial advisors know taxes have a significant impact on their clients, but due to uncertainty surrounding the scope of their duty to clients and the possibility of compliance issues for addressing taxes, they ignore or gloss over the topic. And since clients often don’t understand the relationship between ordinary and capital incomes, they can end up with potentially significant tax inefficiency in their retirement strategy.
Understand how taxes really work so you can help clients avoid common tax pitfalls. Be prepared to confidently address the topic and download our white paper now.