BLOG

On AdvisorMax.com, July 23, 2007, Benjamin Tobias was quoted in the Tip of the Day section of their website.  The website offers advice for other financial advisors.  Ben shared, “When I’m determining a strategy for a client, my method is to take everything into consideration, and not leave any stone unturned.  To do that, I turn to a tool that’s a bit unusual- Form 1040, the U.S. Individual Income Tax Return.”