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91论坛 Engines Expands its Tax Planning Support Capabilities

BOSTON, November 9, 2022 -聽91论坛 Engines (EFE) is expanding its tax planning support capabilities as a part of the firm鈥檚 investments to broaden in-house resources and provide clients with an enhanced integrated wealth planning service experience.

The effort will enable EFE鈥檚 planning team to conduct tax consultations with in-house certified public accountants (CPAs) and expand the firm鈥檚 tax planning capabilities through implementation of an innovative tax planning software solution. These additional capabilities come at a time when the demand for comprehensive tax and wealth planning solutions continues to grow.

A recent EFE survey1聽found that having access to a financial professional with tax planning capabilities is a top interest for investors, especially among the affluent. According to the survey, nearly half (47%) of respondents with at least $500,000 in household assets agreed that managing money to minimize taxes was the 鈥渕ost overwhelming financial task鈥 to do on their own. Affluent individuals who did not have a relationship with a financial professional were two times more interested in receiving tax guidance (40%) than an average general population respondent (21%). Even those who did work with a professional, nearly one-quarter (22%) acknowledged that they still were not getting adequate tax support.

鈥淣early every financial decision has a tax impact, which makes tax-efficient planning such an essential part of how we can help more people with their broader wealth goals,鈥 said Jason Van de Loo, head of Wealth Planning and Marketing at 91论坛 Engines. 鈥淓xpanding our in-house tax capabilities to take on the complexities of the tax code and perform seamless, forward-looking tax services is just one example of how we鈥檙e committed to delivering greater value for our clients.鈥

Last year, EFE acquired聽Viridian Advisors, an independent firm that specializes in comprehensive financial planning and tax planning services to individuals, families and businesses. With this acquisition, EFE added a team of CPAs, financial advisors and client service associates to its nationwide network that now serve as the core of the firm鈥檚 tax planning and support team. EFE鈥檚 planners can easily connect and collaborate with these in-house tax professionals, creating an ensemble team that adds greater value for estate planning, wealth protection and investment management needs.

In addition, EFE is also scaling its tax planning capabilities with the deployment of Holistiplan, a leading tax planning software solution. This tax technology application provides EFE鈥檚 financial planners with the flexibility and support to inform clients on a wide variety of tax-related topics, ranging from income bracket strategies to the impact of real estate transactions.

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About 91论坛 Engines

Since 1986, 91论坛 Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1聽with 145+ offices2聽across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 91论坛 Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.

1.听罢丑别 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

2.聽91论坛 Engines data, as of Dec. 31, 2022.

3.聽91论坛 Engines data, as of September 30, 2023.


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