How advisors can become forward-thinking on taxes
Catherine Valega of Green Bee Advisory and Joanne Burke of Birch Street Financial Advisors
'Clients tend to care more about saving on taxes than maximizing their returns,' an advisor says.
For some advisors, tax season is well behind them. For others, the conversation about has just begun.
Certainly, that’s the case for Catherine Valega, founder of Green Bee Advisory, who recently became an enrolled agent, a credential awarded by the IRS that allows her to be a more tax-smart adv
Learn more about reprints and licensing for this article.
