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8814 Heron's Flight
Laurel, MD 20723

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Laurette M. Dearden, CPA, CFP®

(301) 604-0121

 

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.