Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life

Update: 2024-06-06

Description

This week, AdvisorHub’s CEO, Tony Sirianni talks with Andy Watts — Vice President, Planning & Growth Solutions for Avantax Wealth Management. The two discuss the three tiers of tax intelligence, tax loss harvesting, social security optimization, asset location and accumulation, and the end-to-end lifecycle of a financial advisor.

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Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life

#box-pro-ellipsis-173651678436867{-webkit-line-clamp:2;}Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life

Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life

Tony Sirianni

Tony Sirianni with Avantax’s Andy Watts — Vice President, Planning & Growth Solutions on Understanding the Role of Taxes in a Client’s Life