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1625 East Shaw
Suite 130
Fresno, CA 93710

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Don Milligan, EA | Tax Accountant & Justin Poore, MBA, IAR | Financial Planner

(559) 227-1530

 

What Is Tax Alpha?

You may ask, what is tax alpha? It’s the value that is added to a client’s financial plan by optimizing sound tax strategies. If “alpha” is the return generated by an advisor’s skill in picking and managing investments, then “tax alpha” protects that return and generates a boost by making sure that taxes don’t eat away more of a client’s wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.