We’ve all heard the phrase “don’t let the tail wag the dog,” but when it comes to tax planning, too many wealthy individuals are falling into that exact trap. Highly-paid advisers, with the best of intentions, often steer clients into complex, labyrinthine schemes designed to avoid tax. The result? Complicated financial lives and, in some … Continue reading Stop Letting the Tax Tail Wag the Dog: Why Simple Financial Strategies Beat Complex Schemes →