From risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return.
What Elite Tax Pros Wish Their Wealthy Clients Knew
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About the Author: Linder Financial
Linder Financial Services
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Linder Financial Services is a DBA of Thayer Partners, LLC, a boutique wealth management firm providing financial planning, tax planning, investment management, and estate planning advice for individuals and families.
Linder Financial Services is a DBA of Thayer Partners, LLC, a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Thayer Partners and Linder Financial Services is also available on the SEC’s website at www.adviserinfo.sec.gov.
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