Financial advisors provide a wide range of advice to their clients, and almost all financial advice has a tax impact. In this episode we discuss the importance of working with a financial advisor who understands both the tax impacts of the advice they give as well as how to identify proactive tax strategies to help you reduce the taxes you pay over your lifetime. While many individuals work with a CPA for tax preparation, CPAs often don't have time to do proactive planning from February - April 15th. Unless you are meeting with your CPA proactively throughout the year, your CPA likely will not provide the tax planning support you need. That's why we believe it is important to work with a financial advisor who understands taxes and can help you create a long-term plan to reduce the taxes you pay. Thanks for listening! We hope you enjoy this episode!