Canby Financial Advisor and Partner Daniel Flanagan, CPA/PFS, CFP®, AEP®, is featured in a new practice management whitepaper, Maximizing Your "Tax-Able" Value, produced by The Wealth Advisor and Premier Trust.
In the article, Dan discusses six ways he has leveraged his unique combination of accounting and financial planning expertise to help clients address a variety of tax-related issues, from building more tax-efficient portfolios to reducing the tax consequences of distributions from retirement plans, IRAs and executive compensation plans.
The article also offers suggestions on ways that financial advisory firms can partner more effectively with CPA firms to collaboratively address clients' tax-related challenges and concerns.
About The Wealth Advisor
The Wealth Advisor reaches 230,000 wealth managers, estate planners, and financial advisors as the most authoritative source of timely, accurate, and unbiased information on key activities and trends within the financial community. https://www.thewealthadvisor.com/
About Premier Trust
For more than a decade, Nevada-based Premier Trust has provided a full line of cost-effective, flexible personalized trust administration, IRA, and estate settlement services that enable advisors to address their clients’ complex financial needs. www.premiertrust.com