Financial advisors should clarify to clients that the advisor's role in tax planning does not replace the role of a professional tax accountant.

Authors

• Person: Not available Organization: AssetMark
  Tax Optimization Strategies for a Changing Financial Landscape

Sources

• Tax Optimization Strategies for a Changing Financial Landscape www.assetmark.com AssetMark via serper

Referenced by nodes (2)

• financial advisors concept
• tax planning concept