Tax planning: Clients don’t ask, advisers don’t tell
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When it comes to taxes and tax planning, what we've got here is a failure to communicate
If you saved your clients a bundle on their taxes last year, you should start telling them about it, said Kevin Crowe, solutions unit leader for SEI.
SEI, which provides an operating platform for independent financial advisers, regularly polls the more than 6,000 with whom it deals. Most recently,
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