Principles for Tax Planning for Financial Advisors With Jeffrey Levine

Financial advisors serve clients with a diverse array of backgrounds, financial resources, goals, and objectives. But while no two clients are the same, nearly all clients share the common goal of paying the least amount of tax possible. It should come as no surprise then that clients of all income and asset levels are increasingly seeking “tax planning” guidance from their financial advisors.

Many advisors, though, have been reticent to engage in tax planning, often because they lack the knowledge to be able to competently do so, fear “stepping on the toes” of a client’s CPA or other tax professionals, or are concerned about running afoul of rules that prevent them from giving tax advice. This session with Jeffrey Levine seeks to address those concerns.