How to Use the Tax Code to Save More, Pay Less, and Minimize Your Heirs’ Burden


Would you like to save more, pay less in taxes, and transfer money tax-deferred or even tax-free to your heirs? When working with an advisor, tax planning is an important part of wealth management.

Recently, our CEO Marianela Collado was featured on Barron’s. In the article, Marianela shares her passion for tax and her path to discovering her career. She also  shares important tax tips with the approaching April 15th filing date.

To read Marianela’s feature click here.

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