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The Importance of Tax Planning

June 20, 2023

The Importance of Tax Planning

Benjamin Franklin wrote in a letter to French physicist Jean-Baptiste Le Roy, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” While both are certain, it’s possible to legally limit … Read more about The Importance of Tax Planning

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Opinions expressed are those of The Prudent Speculator team as of the date published and do not necessarily reflect the views, strategies, or investment decisions of Focus Partners Wealth. Since inception, the newsletter has been managed at AFAM Capital, Inc. (until 11/01/2018), Kovitz Investment Group Partners, LLC (until 12/31/2025), and Focus Partners Wealth, LLC (current). Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives.

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