. VettaFi Archives - Your Dedicated Fiduciary® Advanced Wealth Management Strategy Thu, 11 May 2023 02:38:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.png VettaFi Archives - Your Dedicated Fiduciary® 32 32 Hidden Challenges and Opportunities in Tax Season https://yourdedicatedfiduciary.com/hidden-challenges-and-opportunities-in-tax-season/ Mon, 17 Apr 2023 15:53:25 +0000 https://yourdedicatedfiduciary.com/?p=2654 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 world,” he said.   According to Barse, […]

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