Tax Facts

Show, Don’t Tell: How to Boost Advisor Confidence Around Complex Topics

by David Blanchett & Ross Riskin

May 30, 2024

When it comes to tax and estate planning, perhaps the only thing that everyone can agree on is that it can get complicated and confusing very quickly. In a recent series of surveys that included over 2,000 financial professionals, only 13% of respondents felt very confident around their knowledge of tax planning strategies; only 5% of respondents felt very confident with respect to estate planning strategies.

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