NOT FOR REPRINT
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: Cerulli
Research July 24, 2025 at 04:26 PM
Share & Print
What You Need To Know
- While most investors want advisors to help them save on taxes, many firms don't offer tax planning, Cerulli says.
- High-net-worth households are especially focused on tax help from advisors.
- Taxes are among the key considerations for advisors switching firms.
NOT FOR REPRINT
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More InformationRecently Added Q&As
Recently Updated Q&As
What is the temporary “senior deduction” deduction for taxpayers age 65 and over?
Get Answer
Recently Updated Q&As
What is the temporary deduction for auto loan interest?
Get Answer
Recently Updated Q&As
What is the temporary deduction for overtime income?
Get Answer
Recently Updated Q&As
What is the temporary deduction for tip income?
Get Answer
Recently Updated Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Recently Updated Q&As
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Recently Updated Q&As
What is the CARES Act employee retention tax credit that was available during 2020 and 2021?
Get Answer
Recently Updated Q&As
Who must file a return?
Get Answer