HI
Impactful tax events can be overlooked when they do not receive the same strategic, consistent, year-round focus as other areas. Read more about year round tax planning events in this great article: https://www.wealthmanagement.com/high-net-worth/five-ways-to-make-tax-planning-a-year-round-practice-offering?utm_rid=CPG09000005582924&utm_campaign=56646&utm_medium=email&elq2=c24d640cd7b44c688ed663670841c10a&oly_enc_id=1450I0977623F5F&sp_eh=fc1b89ad39a2b571b6c8894106806527cb1728e0f3cecc9bf8c00c40423188c9&utm_source=Eloqua
As always, I look forward to continuing the conversation!