An excerpt: Barse said that prudent financial planning starts and ends with the tax bill in mind. “Many of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax...
The $197 billion RIA is heading to Texas after Washington state refused to dial back a 7% tax on capital gains. An excerpt: Barse said the historically high inflation has become a “regressive tax” that makes states with lower tax rates even more attractive. “For many,...
