Tax Prep as Part of Financial Planning? A Question with Different Answers

Lee, Shelley A.
July 2001
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p48
Academic Journal
Debates on whether financial planning firms in the United States should offer tax planning and preparation services to their clients. Claims of financial planners that tax planning is a part of financial planning; Advantages of the involvement of financial planners in tax planning; Drawbacks of a comprehensive financial planning and tax preparation services.


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