Cutting clients’ tax liability becomes top of mind for advisers as tax season opens
InvestmentNews webcast panel says charitable giving, mutual fund capital gains distributions and RMDs key issues to cover.
As the year comes to a close, reducing clients' tax liability will be top of mind for a lot of advisers, although tax planning should also be a year-round effort, according to panelists on an InvestmentNews webcast Tuesday.
Tim Steffen, director of financial planning at Baird, said that although tax
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