Dan Schrauth is a wealth advisor at J.P. Morgan Private Bank in San Francisco and Palo Alto who advises clients on a broad range of tax-efficient wealth management strategies.
By this person
Tips for Taxes
When payments pile up, is borrowing from your bank a wise move?
Clients borrow money from banks for a variety of reasons, one of which is to increase the tax efficiency of a particular transaction. And with increased federal and state tax rates, tax efficiency is an appealing concept to almost everyone.