"Many people think of tax professionals as tax preparers," says Elliot Dole. Our credo is “Building Relationships by Doing the Right Thing.” I help clients accumulate, protect, and, ultimately, transfer their wealth. As part of that, I build and manage for clients customized, tax- and risk-efficient, diversified investment portfolios. I work at the intersection of tax and finance to bring clients after-tax, risk-adjusted market returns. Paying taxes when you could’ve held on for a lower tax rate or a step up in basis is painful.

Source: Forbes February 07, 2017 20:41 UTC