Craig Toberman gives his thoughts on common tax misconceptions to Jeff Berman in the ThinkAdvisor article “13 Things Clients Don’t Get About Taxes: Advisor’s Advice”.
If you are interested in hearing more of Craig Toberman’s thoughts on financial planning that includes taking tax planning over multiple years, please book a call with him.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.