Peak Financial Advisors' Debbie Freeman explains how offering in-house tax preparation for clients not only generates extra revenue, but also boosts the firm's retention rates.
The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.
Ranking jurisdictions based on retirement income tax, any state-imposed estate or inheritance taxes, average state and local sales tax and average effective property tax.