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Tax Planning Is Table Stakes for Advisors
Yahoo Finance· 2025-10-02 18:05
There are 196 days until taxes are due, but clients want help now. Americans paid more than $206 billion in capital gains taxes last year, according to the Tax Foundation, a Washington think tank. By our calculations, that is … a lot of money. For good reason, along with portfolio management and estate planning, tax planning is quickly becoming one of the most in-demand advisory services. Nearly 70% of high-net-worth clients say reducing taxes is important, yet fewer than half of advisors provide this ser ...