Too often we see our tax advisor or accountant once a year for tax season and don’t think about that person again until the following year. One of the biggest lessons we gleaned from our thought piece, “Perspectives”, is the need to use a tax advisor strategically.
One of our interview subjects, Kris Gretzschel, CPA, CFP®, First Vice President at Wells Fargo Advisors, offers insight on investments in MLPs, the importance of ownership when it comes to 529s, and other tax-efficient and retirement strategies. For example, certain types of business losses can be used to offset other income or gains, such as Roth conversion income or gain from the sale of real estate.
To learn more about how to better utilize your tax advisor and read more insights from our interviews, download “Perspectives” today.