Avery Hudson
  • Home
  • Investments
  • Planning
    • Tax Planning
    • Estate Planning
  • Insurance
  • Practice Aquisition
  • About Us
  • Contact

Simplify and manage your tax situation.

We have existing professional relationships with tax professionals and CPA's.   It can be valuable to have a financial adviser with details on your personal and business situation to work closely with your tax adviser.  It can help the financial adviser manage certain tax situations where their actions may create or reduce a liability. With the proper information sharing agreements the financial adviser, client and tax professional may identify opportunities for proper risk management and potential reduction of tax liabilities. This is especially true with capital gains liabilities and estate planning. Share your tax concerns with us so we can help you connect to the right professional to assist with your needs.  

Avery Hudson Wealth Management and LPL Financial do not offer tax advice.  
   
Picture

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor,  Member FINRA / SIPC 
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, LA, MI, MN, MT, MO, OK, OR, TN, TX, WA, WI   -

Arkansas Insurance License # 8514432


  • Home
  • Investments
  • Planning
    • Tax Planning
    • Estate Planning
  • Insurance
  • Practice Aquisition
  • About Us
  • Contact