You try on shoes; you test-drive a car, you even read the online samples of a book before you make a purchase. Doing your due diligence is just part of the process in any purchase, and we’d expect nothing less if you’re looking at bringing Core Group into the fold to take your business to the next level.
The Planner is CORE Group's blog and a way to help others interested in up to date tax service news.
Tax Advice (2)
An investment strategy is incomplete without including tax planning. After all, it is not what you make, it is what you keep that matters. Often brokers and wealth managers leave out the tax ramifications when giving investment advice, which leads to unintended consequences.