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An Inside Look at How Advisors Manage Your Taxes – Episode 137

Tax time may be over for most people, but for financial advisors, tax management is a year-round task.  One of those tasks involves a “postmortem” of their client’s tax situation, where they can determine what may have gone right – or gone wrong – with their most recent tax return.

If you’ve ever wondered what a financial advisor looks for when managing taxes, and what you yourself may want to look at more closely, today’s episode is a peek inside that world. Podcast host Johnny Dean and “Professor” Rick Plum, CFP® welcome both LCG advisor Jonathan Savona, CFP® and wealth manager Ronnie Sanchez to the studio desk as they discuss some simple methods you can use to manage your taxes more efficiently.

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. 

Rick Plum, Jonathan Savona and Ronnie Sanchez are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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