You’re constantly telling clients about the interplay between taxes and investments. The two are always linked in a successful financial plan.
You’ve helped your clients turn their hard-earned money into sizeable investment portfolios. And you’ve structured them to shelter those proceeds from as much tax as possible.
Now that you’ve established a strong foundation for their investments, you can start encouraging your clients to look at more sophisticated techniques for investing and saving tax.
These articles from Advisor To Client will help you move the conversation forward:
Print these articles to pass along to clients. You can also share them using the site’s email button, Twitter and LinkedIn.
Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.
Plus, more resources are waiting for you in our special Tax-Saving Strategies package. It’s featured on AdvisorToClient through mid-April.