Direct indexing is an investment strategy that can help your clients take charitable gifting to […]
Tag: direct indexing
CPAs: Make Direct Indexing Your Estate Planning Secret Weapon
Traditionally, the role of accounting professionals in estate planning has been tertiary at best, with […]
4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax […]