Every financial decision has a tax impact. This simple truth is particularly meaningful for financial advisors because it means that every recommendation they make to clients has a tax impact. While some financial advisors have certificates or training that includes some level of tax knowledge, the vast majority are not certified public accountants or enrolled agents. They are not themselves tax professionals who can or want to, prepare tax returns. This leaves most financial advisors searching for ways to effectively collaborate with tax professionals in service of their own clients.

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