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Tax Matters. Understanding Tax-Favored Investment Strategies

| April 15, 2015

This is the second installment of what I hope will be a long running blog of my experiences as a Trusted Financial Advisor.  I run a Multi-Family Office, acting as a Trusted Financial Advisor to an exclusive group of client families.  Each week, I hope to highlight “What Matters Most” about my work with my client families that week, and provide some perspective and resources about that topic.

Over the past weeks and months, I have received numerous telephone calls from clients with questions surrounding their current income tax situation.  The following presentation was developed to address some of the most common questions clients ask, some resources to answer those common questions, as well as some uncommon questions that clients should be asking. 

Click Here To View the Presentation

Do you understand how tax-favored investment strategies play a role on your overall financial plan?  In the 21st Century, every family needs a Trusted Financial Advisor.  A Trusted Financial Advisor is someone who acts like a “Family Friend” helping clients make smart choices with their money!