An Inside Look at How Advisors Manage Your Taxes
Manage episode 364029275 series 3428540
Tax time may be over for most people, but for financial advisors, tax management is a year-round task. One of those tasks involves a “postmortem” of their client’s tax situation, where they can determine what may have gone right – or gone wrong – with their most recent tax return.
If you’ve ever wondered what a financial advisor looks for when managing taxes, and what you yourself may want to look at more closely, today’s episode is a peek inside that world. Podcast host Johnny Dean and “Professor” Rick Plum, CFP® welcome both LCG advisor Jonathan Savona, CFP® and wealth manager Ronnie Sanchez to the studio desk as they discuss some simple methods you can use to manage your taxes more efficiently.
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