ACP Public Library

Tax Alpha Roundtable – How to Add Measurable Value with Tax-Focused Financial Planning 

02-10-2017 10:58

Jonathan Heller, KEJ Financial Advisors, Robert Walsh, Lighthouse Financial Advisors, and Jake Kuebler, Bluestem Financial Advisors


CE Credits: NAPFA, CFP, NASBA, IRS

Without comprehensive tax-focused financial planning, advisors, tax preparers and consumers alike are making costly mistakes. The short-sighted, often rear view, of taxes as a once-a-year task, rather than a pervasive feature of one’s financial life risks higher tax payments and delays financial independence. A core principle of ACP is our focus on taxes and tax planning. Join ACP members Jake Kuebler, Bluestem Financial Advisors, and authors of the white paper, Tax Alpha: How to Add Measurable Value with Tax-Focused Financial Planning, Jonathan Heller, KEJ Financial Advisors and Robert Walsh, Lighthouse Financial Advisors for a discussion exploring the comprehensive tax-focused financial planning model and its benefits to the client, tax preparer and financial advisor.

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