Why the integration of tax services and wealth management is a winning concept

In this episode of the Investing Ahead Podcast, Alexis Meeks, tax manager at Curran Wealth Management and Tom explore the importance of the integration of tax services and wealth management and the importance of understanding and addressing tax implications in real-time rather than looking at taxes as a one-time annual event.

Tax laws are complex and helping clients understand their tax implications can be challenging. Alexis explains that being involved in regular client meetings helps them comprehend how life events, like retirement or having children, affect their taxes. This proactive approach allows clients to plan better and avoid surprises at the end of the year.