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Is Failing To Warn Clients Of Tax Hikes A Breach?

  Whether you sell advice as a financial planner, wealth manager, or family office professional, you arguably owe a duty to advise clients on taxation as well as investments. This year, with the election results likely to be delayed, clients are likely to have six weeks or less to act on family inheritance decisions requiring legal as well as financial counsel. Writing trust documents, creating S corps, and other legal actions will be required after modelling a range of after-tax income and estate projections. You don’t need to be a political expert to know that, with Flor

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Since 2008, CFP®, CIMA®, CPA, ChFC®, and CFA® fiduciaries have trusted Advisors4Advisors for a new kind of professional knowledge solution: a CE-accredited news feed about low-expense strategic tax, investment, and financial planning.   A4A Professional Solutions enable professionals to acquire and implement knowledge from thought leaders efficiently. Financial Counselor Certificate ​ Investor Behavioral Coach Certificate​ Behavioral Finance Assessment Platform Compliance Marketing