.VettaFi Archives - Your Dedicated Fiduciary®Advanced Wealth Management StrategyThu, 11 May 2023 02:38:01 +0000en-US
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1 https://wordpress.org/?v=6.8.3https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.pngVettaFi Archives - Your Dedicated Fiduciary®3232Hidden Challenges and Opportunities in Tax Season
https://yourdedicatedfiduciary.com/hidden-challenges-and-opportunities-in-tax-season/
Mon, 17 Apr 2023 15:53:25 +0000https://yourdedicatedfiduciary.com/?p=2654An 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, […]