Winning by Not Losing: Year-End Tax Management for the High-Net-Worth Client

2018-09-12T07:22:31-08:00

“Rule number one: never lose money. Rule number two: never forget rule number one.” Warren Buffett may or may not have had taxes in mind when he uttered this quotable phrase, but proactive tax planning is one of the most important things a financial advisor can do to help clients follow Mr. Buffett’s number-one rule. [...]