Resource Download - Investment Advisor and CPA: Better Together

It’s easier than ever to pay more taxes than necessary, just as your income and resources become more fixed in retirement. If your portfolio is performing well, or you sell a business for capital gains, is this extra taxation an inevitable consequence of your success? 

Luckily, not with the right help. If you want to maximize your income in retirement while minimizing taxation, you don’t have to do more work to achieve that goal. You simply must get the right people—your Certified Public Accountant (CPA) and your financial advisor—working together in the right way.