Thoughts and musings from my desk to you.

The Importance of Tax Strategy

Just in time for Tax Day 2023, Gil talks tax strategy with the Houston Business Journal.

“With tax season upon us, it seems an appropriate time to discuss tax strategy with a local specialist. Investors might assume that the frontline professionals for advanced tax strategy are CPAs. However, some investors find that their CPAs work retroactively, focusing on preparing tax returns more than strategizing with their clients about optimal ways to reduce or eliminate taxes. Our highlighted executive today is not a CPA but has four decades of investing experience while navigating IRS rules and has developed a reputation as a specialist in reducing tax friction in his clients’ investment portfolios.”