Tax for Financial Services Providers 101: Benefits of Adding Tax to Your Portfolio
Managing a client’s financial portfolio without tax is like building a house without knowing what the foundation looks like. In this webinar we will cover:
- Benefits of adding tax to your company
- How to prepare your company for change
- What solutions are available
Hear from our tax experts that understand your unique challenges and the results of a Houston based wealth management company that recently made the change to add tax to their portfolio.