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Advisor Insights

Advisor Profile: The Tax Man Cometh

Ilana Polyak

There’s an accountant joke that goes something like this: “Accountants aren’t boring people. They just get excited about boring things.”

Certified financial planner Michael Goodman of Wealthstream Advisors kind of agrees. Goodman started as a CPA and later moved into financial planning. Though he doesn’t do taxes any more, he believes his CPA training puts him in a unique position to tackle financial planning.