I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees, but that’s a discussion for another day).

The problem? Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this, and if you have not already, you will. This is why, when Agent Tax reached out, I was so excited to learn more, and I am now excited to bring this service to you. Agent is a modern tax strategy firm purpose-built for investment professionals.

You will receive a dedicated expert tax advisor (yes, human) who will leverage technology to proactively plan, prepare, and optimize your taxes.

Feel free to shoot me a DM to learn more and get discount code on their service!