8APRIL 2025IN MY OPINIONIn the investment management arena, there are numerous times throughout the year when advisors and clients seem to coalesce for one reason or another. Whether it be the beginning of the year income planning, mid-year portfolio reviews, Fall's end-of-year tax planning, or the inevitable procrastinatory holiday charitable gifting, financial advisors and clients collaborate to achieve the results of these timely goals. So why is it that so many advisors seem to let the opportunity for collaboration and teamwork around the tax season go so easily?One may have read that last rhetorical question and had an immediate answer or even multiple answers. `My firm restricts me from being involved in tax preparation by my clients' CPAs,' or `my client's CPA doesn't seem interested when it comes to their preparation and planning around tax strategies.' More frequently, when I broach this topic with advisors and teams, I hear `We've never really been able to connect on a working level with many local CPAs and attorneys.' However, when I later poll the same subset of advisors around their desire to have better By Ryan Halleran, SVP, Director of Wealth Planning, D.A. Davidson CompaniesWHY ISN'T TAX SEASON MORE OF A TEAM EFFORT?Ryan Halleran
< Page 7 | Page 9 >