Founded by credentialed certified public accountant, John Dougherty CPA, MBA, our firm prides itself on staying up-to-date on changing tax laws, and the ever-complex tax code.
We help our clients to:
A common problem many investors see when they move their assets to a new advisor is the wholesale selling of “old” securities so that the new advisor can collect commission on buying “new” securities. The result for the client is often an ugly capital gains tax surprise the following April 15th. This doesn’t happen at Dougherty Investment Advisors. Because we receive no commission for selling products, we can objectively evaluate the client’s tax situation and strategically buy and sell securities in the best interest of our client.
