Financial Advisor IQ: Daniel Goodman Featured in “The End-of-Year Tax Moves FAs Are Making”

Daniel Goodman, CFP®, CLU®, Senior Financial Planner at Wealth Enhancement, was featured by Financial Advisor IQ in the article, “The End-of-Year Tax Moves FAs Are Making” 

Additionally, for clients with concentrated stock positions at 10% or more, those losses can be used to “unwind” that concentration, said Daniel Goodman, senior financial planner at RIA Wealth Enhancement. 

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https://www.financialadvisoriq.com/c/5047244/704164?referrer_module=searchSubFromFAIQ&highlight=%22wealth%20enhancement%22