Think Advisor - How Advisors on Each Coast Help Clients Navigate New Tax Code
“There’s no question,” he says from his office in a state nearly as notorious for taxes as Fishman’s native California. Karn regularly consults with clients’ accountants when providing year-end planning services. “Depending on a client’s circumstances there remain ways in which one may lessen their tax burden but it’s a new ballgame as far as explaining the landscape plus outlining and implementing new strategies,” – Robert A. Karn, JD, LLM, Certified Financial Planner ®