CPA EDUCATION PACKAGE
Unlocking Tax Efficiency with
Tax-Smart Investing
Your clients look to you for sound advice. Choreo strives to provide timely content about topics that impact you and the clients you serve, whether they’re business owners, high-net-worth individuals, or families with generational wealth needs. Positioned at the intersection of tax and wealth, Choreo works with CPAs like you to help comprehensively serve your clients.
Learn More About Direct Indexing &
Choreo Tax Advantage
Direct Indexing
Learn how direct indexing differs from index funds and the potential tax benefits this strategy can provide.
Choreo Tax AdvantageTM Overview
This overview will give you basic information on Choreo Tax AdvantageTM and how it supports automated tax management for investments.
If we can be of any additional service to you or your clients, don’t hesitate to reach out. If you’d like more information about how Choreo advisors’ partner with tax professionals and access to additional educational materials, please complete the form below and we’ll be in touch.