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November 30, 2022

exchange-traded funds

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 benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]