Through relatively simple, yet thorough, planning initiatives, an advisor can transform a once-bemoaned and feared topic – taxes – into an ongoing opportunity to protect a client’s capital from unnecessary tax drain, and consistently save the client significant money over the course of many years.
from Forbes Real Time https://www.forbes.com/sites/binghamjamison/2017/10/19/how-a-family-wealth-advisor-can-add-the-most-value-part-2-tax-planning/
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