Edelman Financial Engines said Wednesday that it is increasing its tax planning services to enable its planning team to conduct tax consultations with in-house certified public accountants and also expand the firm’s access to tax planning software.
Edelman Financial Engines is a giant financial planning and advisory firm, with 145 offices and $241 billion in client assets.
Last year, Edelman Financial Engines acquired Viridian Advisors, which specializes in comprehensive financial planning and tax planning services to individuals, families and businesses, according to a statement by the company. With this acquisition, the firm added a team of CPAs, financial advisers and client service associates to its nationwide network that now serve as the core of the firm’s tax planning and support team.
Edelman Financial Engines is also scaling its tax planning capabilities with the deployment of Holistiplan, a leading tax planning software solution.
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From direct lending to asset-based finance to commercial real estate debt.
