Andrew Loving, CPA, is a director of tax planning and preparation for Mariner Wealth Advisors. His primary focus is providing tax services to clients including preparation and review of tax returns, tax planning, and tax consulting. Previously he was a tax manager with Grant Thornton, LLP. His background includes work with partnership, corporate, and individual clients. Andrew is a member of the American Institute of CPAs as well as the Oklahoma Society of CPAs.
This article is intended for informational and educational purposes only. The views expressed are not intended to be personal advice or a solicitation to engage in a particular strategy. Please consult your tax and financial professional before making any financial-related decisions.
Mariner Wealth Advisors (“MWA”) is an SEC-registered investment adviser with its principal place of business in the state of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice-filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.