Would you give investment or insurance advice to a client without knowing their tax situation?
That's a question that Bill Stevens, vice president of marketing for Dallas-based broker/dealer 1st Global, frequently asks CPAs. "And they're horrified," he recalled. "I say, 'Well, I'm pretty sure that your clients right now are getting investment advice, retirement-planning advice and insurance advice from people who are not aware of their tax situation. So there's a void you can fill.'"
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