financial planning

Alan Clopine, Co-CEO and CFO of Pure Financial Advisors, was recently featured in a Financial Planning article which recounted 10 advisors’ stories of clients who reached a little too far for a tax loophole.

“Big Al” shares a story about a client who tried to deduct her concert tickets & travel expenses.

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Source: financial-planning.com, February 2, 2016

Read the full article here

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