In the news: When you need a tax professional


Author: Lynn Ballou

The implications of tax management can be significant in building your wealth, and that’s why we integrate tax planning as an integral component of our financial planning services and recommend that all clients work with tax professionals.

Yahoo Finance’s Maryalene LaPonsie interviewed me last week over the phone about this very subject to help her readers prepare for tax season, and included a few quotes from our conversation in her piece. I’d suggest you read it.

If you or other people you know have any questions about tax planning as part of your investments and financial plan, please feel free to contact us today.

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