Zoellner Whole Financial Teams Up with Baker Tilly to Educate Advisors on the Importance of Tax Planning
David Zoellner, founder of Zoellner Whole Financial believes that in order to be an effective financial advisor, you have to understand how taxes can affect clients. Zoellner, partnered with local tax specialists at Baker Tilly to host a seminar designed to educate advisors on the impact of the sale and capital gains for Real Estate Investment Trusts (REITs) at the Skyline Club in Southfield, Mich.
"Before advisors recommend revenue generating investment products, they need to have a basic understanding of how that income can impact their client's taxes," explained Zoellner. ...









