The Role of a Financial Planner in Tax Planning

from South Carolina Business Review · host Mike Switzer

Our next guest says that most people do not realize the importance of proactive tax planning during the overall financial planning process. Why? Well, he says the investment industry typically doesn’t allow investment representatives to talk about taxes, and most CPAs do not perform proactive tax planning unless their clients request it. Mike Switzer interviews Peter Pigeon, a certified financial planner with Hobbs Group Advisors in Columbia, SC.

Episode metadata supplied by the publisher feed · Published Aug 8, 2023

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The Role of a Financial Planner in Tax Planning

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