Risk Adjustment’s Role in Tax-Optimized Cash Flow Plans

It’s a well-known fact that the rich find many ways to limit their tax burden, but it’s not so well known that there are two parts to this game. One is knowing the tax code and strategizing accordingly; the other is organizing assets in a way that makes these strategies possible without resulting in disaster. Wealth managers do more than find tax loopholes: they create a holistic model of wealth that can often be a significant intellectual challenge, with great benefits.

Cheat Sheets You Totally Can Use

Want to know how investment bankers cheat their way to a high paying career? There’s one cheat sheet just about everyone in the industry first learns from–here’s how you can use it to kickstart your own career.