Do investment firms also handle taxes?
Do investment firms also handle the taxes for wealthy individuals for whom they build a portfolio?Or do such pepole generally have to outscource that out?
22-25, M
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whowasthatmaskedman · 70-79, M
While investment firms do take into account tax law when preparing investment options for any person of wealth (Deductables matter) Any wise person will have a tax specialist prepare and advise on their overall situation, which will include non investment considerations. such as property tax..😷