WHAT YOUR CLIENTS ASK THEIR TAX PREPARERS

Your clients may not be as sophisticated as you think 
when it comes to their investments.

These are just some of the questions that I have heard 
this tax season. I am happy to address them, but your
clients need to know that you are as concerned with 
their tax situation as I am.

• Why am I losing money?
• Why am I paying tax on money I never took?
• What is Capital Gains Distribution and why didn’t I  
              know about it ahead of time?
• Why am I charged a management fee?

• What exactly are the risks of buying on margin?

   

  We’ll address these and many other situations 
  that come up regarding taxes.