Haddam Road in the News: FA Magazine Online
Alternative Investments Muddy Tax Filing, Advisors Say
Haddam Road Founder and Financial Planner, Brian Kearns was recently featured in FA Online. In the article, Brian discusses how delayed K-1 forms from alternative investments often force taxpayers to file extensions.
Full Article: FA Magazine Online
“I don’t recommend any alternatives to clients with less than $8 million to $10 million in investible assets,” said Brian Kearns, a CPA and financial planner with Haddam Road Advisors in Evanston, Ill. “It seems younger 'new affluent' people are more interested and there is a massive marketing force trying to sell them on potential alpha generation, all with a requisite higher price tag."
- March 2025 (1)
- February 2025 (1)
- January 2025 (8)
- December 2024 (1)
- November 2024 (8)
- October 2024 (6)
- September 2024 (1)
- December 2023 (1)
- November 2023 (1)
- October 2023 (1)
- August 2023 (1)
- May 2022 (1)
- February 2022 (1)
- September 2020 (1)
- August 2020 (2)
- June 2020 (1)
- February 2020 (1)
- January 2020 (1)
- December 2019 (4)
- November 2019 (2)
- October 2019 (1)
Subscribe by email
Share this
Previous story
← Haddam Road in the News: MarketWatchYou May Also Like
These Related Insights
Haddam Road in the News: MarketWatch

Haddam Road in the News: MarketWatch
Mar 28, 2025
1
min read
Haddam Road in the News

Haddam Road in the News
Dec 13, 2024
1
min read
Planning Basics: Traditional IRA, Roth, 401k, what are the financial planning differences?

Planning Basics: Traditional IRA, Roth, 401k, what are the financial planning differences?
Dec 30, 2019
4
min read