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Advisors Take Long View As Tax Year Nears End | TBH Advisors
Insights / Advisors Take Long View As Tax Year Nears End | Financial Advisor Magazine

Advisors Take Long View As Tax Year Nears End | Financial Advisor Magazine

Advisors Take Long View As Tax Year Nears End

Brett Walters, financial advisor at TBH Advisors, connects with Jeff Stimpson at Financial Advisor Magazine to share tax tips entering the new year. “Careful and meticulous record keeping throughout the year is critical. Working with a great financial and tax planner can keep you abreast of any pending changes in tax laws and how to navigate the changing tax landscape, but that doesn’t only happen in tax season,” says Walters.

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