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Are Your Clients Paying Unnecessary Taxes On Their Investments?

Unnecessary taxes harming your clients' investment returns? A Registered Investment Adviser can help identify and solve the problem. Contact us today.
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Financial Services Support for Your CPA or Accounting Practice

"As a CPA, the quality of the advice that you provide to your clients is of the highest importance. When you partner with a financial services provider, you are entrusting your relationships. It’s important they will be able to deliver the high level services your clients require."

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Learn more about how 4Thought partners with CPAs

Are unnecessary taxes destroying your clients' investment portfolio returns? It’s often difficult to answer this question without an in-depth analysis of your client’s investment portfolio, and few CPAs are equipped with the time or resources to perform this function. This is where a fiduciary Registered Investment Adviser (RIA) firm can help. 

Your clients’ portfolio-related taxes are often heightened (unnecessarily) by factors such as poor investment vehicle selection, high turnover, improper tax location, and a lack of tax loss harvesting. This doesn’t have to be the case. The key is to identify the problem before it becomes a persistent drag on investor returns. This requires a skill set and time that most accountants are not necessarily equipped with. But if you’re concerned about protecting your clients from unnecessary portfolio taxation, then consider partnering with a fiduciary investment advisory firm that works on this problem every day. 

Contact 4Thought Financial Group Inc. to find out how we can help you protect your clients today. 


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