Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently recognized at the national level by Forbes, Financial Times and, Barron’s as well as and many several prominent local business publications as one of the top wealth advisors in the country.
Recently, Compardo talked with Eric Reiner at Financial Advisor Magazine Financial Times about how tax-savvy advisors can help clients during market downdrafts.
Compardo explains talks about how tax loss harvesting losses can reduce uncertainty in income tax planning. You can read the full article here.
