Review Detail

Bob has repeated a few things over the past many months which bear repeating and which are valuable pointers for advisors. One of the most important to me (and one which has been borne out on many occasions with my clients) is the importance of demonstrating tax proficiency at a more advance level when doing planning for clients. This is why I've found that advisors with CPA credentials are growing by leaps and bounds. I have seen firsthand the benefits of having this advanced tax knowledge. Very important!