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Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management.
In this episode, Bill and Bill talk with Ben and Julie about:
Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
By Morningstar, Ben Johnson, Julie Willoughby4.8
1313 ratings
Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management.
In this episode, Bill and Bill talk with Ben and Julie about:
Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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