Investment Tax Strategies S4

sean todd

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a “do-it yourself” kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan – done: THE BUNDLE


Radio / Podcast:

The Professional Edge Radio Show

Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9-10:00 am


Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.
View Archive ⟶

More Posts

business succession planning

What Is Business Succession Planning?

Business succession planning is a process used to ensure that the ownership and management of a family-owned business are passed on smoothly from one generation

cost of financial planning

How Much Does a Financial Planner Cost?

Financial planning is a crucial process that involves setting personal and financial goals and devising strategies to achieve them. This process may encompass everything from