tax strategies — Fee Only Fiduciary Advisor Blog

Posts tagged tax strategies

Are Financial Advisor and Investment Management Fees Deductible?

As you may or may not know, in addition to financial planning and investment management we also prepare taxes.

taxesPhillip R. ChristensonSeptember 19, 2017advisors fees, tax deduction, tax planning, tax strategies, tax tips, fee only financial planning

Vanguard on Asset Location - It's not what you earn it's what you keep.

What applies to real estate also applies to tax management: It's location, location, location.

Asset LocationPhillip R. ChristensonSeptember 18, 2017asset allocation, asset location, account location, tax deferred, tax strategies