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Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life
This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts — Vice President, Planning & Growth Solutions for Avantax Wealth Management. The two discuss the three tiers of tax intelligence, tax loss harvesting, social security optimization, asset location and accumulation, and the end-to-end lifecycle of a financial advisor.
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By Tony Sirianni
4.7
77 ratings
This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts — Vice President, Planning & Growth Solutions for Avantax Wealth Management. The two discuss the three tiers of tax intelligence, tax loss harvesting, social security optimization, asset location and accumulation, and the end-to-end lifecycle of a financial advisor.
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