But Joe is going to tell you a little bit about how he does what he does.

Well, yeah, thanks, Art.

So as I mentioned, as you know, and many of our colleagues in the ADCPA have a similar sort of structure, we're somewhat unique in that we are CPAs and dentists.

wealth managers.

So we think that that adds a lot to what we do.

And part of that is because everything we do, whether it's certainly on the accounting and tax side for clients, but also on the portfolio advisory services that we do, we're always looking through the tax lens.

It's really important to sort of focus on the importance of taxes in your investment portfolio.

When you start with someone like that, what are the questions you ask and what should they be thinking about?