Tax Planning Expert Horizon

Why You Need a Tax Planning Expert on Your Financial Team

Many people think tax preparation is a once-a-year event. You gather your documents, sit with a preparer, and file your return. Then you forget about taxes until the next spring. But that approach misses a much larger opportunity. Tax planning is not the same as tax preparation. It is an ongoing process that affects your investments, your retirement accounts, your estate, and even your day-to-day cash flow. And getting it right often requires more than a seasonal preparer. I