Tax Efficiency and Investing

Tax Efficiency and Investing

Financial Detox® Show

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In this show, Jason and Alex talk about the importance of integrating and closing the circle of advisers for a client. It is extremely important for a financial adviser to be working with the CPA to collaborate on behalf of the client to make sure their financial lives are maximized. Clayton “Clay Willits” was a guest speaker on the show, and he is IDA’s newest member of the team and leader of IDA Tax. He got his CPA license back in 1984 in CA an...Read More
In this show, Jason and Alex talk about the importance of integrating and closing the circ...Read More