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1170 Corporate Drive West
Suite 204
Arlington, TX 76006

Lam, Po & Xu, CPA's

(817) 640-1108

 

What is Tax Alpha?

You may ask,what is Tax Alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "Alpha" is the return generated by an advisor's skill in picking and managing investments, then "Tax Alpha" protects that return and generates a boost by making sure that taxes do not eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver Tax Alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.