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."