February 2020

Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

It’s officially tax season! Are you maximizing all of the opportunities available to you? If you’re like most people, you depend on your CPA to take care of that. You have a CPA for tax things and a financial advisor for investments. You probably keep those two financial areas separate except for once a year …

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