Providing Clients with Options and Strategies for Tax Planning
Mike Cice was recently featured in The Wall Street Journal. The article highlights his views on tax-efficient distribution planning and how clients can benefit from tax planning. Click the image or above link to view the full article!
“At our firm, we bridge this knowledge gap by partnering with CPAs and tax attorneys to hold educational seminars for prospects and clients. We also work closely with these professionals to develop customized methods and plans for mitigating the effects of taxation during distribution, which helps safeguard the longevity of our clients’ assets.”
For the full article, click the link above.