CPA Advantage #2 | Tax Return Insights
Published on by Andy Bertke, Beth Germann, in Video, Wealth Management
Can’t watch the video? Read the transcript.
What financial opportunities might be hiding in your tax return? When your investment advisor is also a Personal Financial Specialist (PFS) and a CPA, that elevated body of knowledge can help you find new tax advantages – and ensure you’re making the most of your financial opportunities.
In part 2 of our CPA Advantage series, CPA/PFS pros Beth Germann and Andy Bertke break down some key opportunities you could be missing.