Broker Check

Talking About Taxes Year-Round

May 07, 2024

All financial strategies have potential tax consequences, and life-changing events are no exception. When you experience a change, such as marriage, divorce, the birth of a child, a new job, or retirement, it’s important that your tax and investment strategies are properly aligned. Keeping in contact with your financial professional and your tax advisor throughout the year can help you understand the tax implications and how to minimize your overall tax burden. 

Please know that we can meet together with your tax advisor so that we can collaborate to ensure your tax and investment strategies are properly aligned. If you’d like to set up a meeting with your tax advisor, or if you would like a referral to one of the firm’s trusted tax professionals, call today.

Please note that neither your financial professional nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.