Haddam Road in the News: FA Magazine Online

1 min read
Mar 31, 2025

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."