Alternative investments such as real estate, art, and venture capital are becoming even more attractive to high-net-worth clients. However, these investments may come with tax complications. Wealth Manager Dina Powers was recently featured in a Financial Advisor Magazine article discussing how alternative investments impact tax filings and what moves clients may need to make to address complexities. “Consider if the expected return is worth the tax complexities and cost, particularly if those complexities result in additional CPA fees or having to hire a CPA to prepare taxes,” she said. Click here for the full article.
