We Are Always Committed To Doing What’s Right For You You may have noticed the word fiduciary bouncing around the news lately. The Department of Labor announced last April that financial advisors who provide retirement investment advice would be held to a new fiduciary rule — that is, they would be required to put investors’…
by John Garvey Jr., CPA/PFS In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings. There are two other important…
by John Garvey, Jr., CPA/PFS While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in: Your personal tax-efficient habits Your fund managers’ tax-efficient habits Your investment portfolio’s…
Bland Garvey will be in Ft. Worth at the Southwest Veterinary Symposium September 25th to 27th. Come visit us in booth #928 and meet Dutchess the rescue dog. Bland Garvey, P.C., is a CPA firm that has provided tax and accounting sevices in the veterinary field since 1967. To complement the capabilities of the…
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