FPA Latino Knowledge Circle: Incorporating Tax Preparation or Tax Planning into Your Practice: The Good, the Bad, the Ugly
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Many of the recommendations financial advisors make to their clients have tax implications. In order to better serve their clients, many advisors consider adding tax preparation and/or planning into their practices. Luis Rosa, CFP® EA, will talk about how he built his practice by offering tax preparation and planning services, and how advisors can do so as well, while being aware of the pitfalls to avoid.
Luis Rosa, CFP®, EA
Founder, Build a Better Financial Future, LLC
Build a Better Financial Future LLC
Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.
From participating as an FPA NexGen and CFP Board ambassador, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.
He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020, 2021, and 2022 and named one of 8 Hispanic Personal Finance Influencers to Follow for Money Advice by The Penny Hoarder and NerdWallet.