ChatGPT SearchAug 31, 2026
Marston Group PC — CPA/advisory firm serving high-net-worth individuals and families, with tax planning and family-office services.
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AI named Marston Group PC in August 2026.
Question: I have a high net worth but am paying excessive short-term capital gains taxes. Who specializes in tax-loss harvesting strategies?
ChatGPT SearchAug 31, 2026
Marston Group PC — CPA/advisory firm serving high-net-worth individuals and families, with tax planning and family-office services.
AI named Marston Group PC alongside Creative Planning, Cypress Wealth Management, LLC, and Pinnacle Asset Management
AI leaned on advisors.vanguard.com and irs.gov in the answers that named Marston Group PC.
Excerpts where Marston Group PC appeared in the AI's answer
Marston Group PC — CPA/advisory firm serving high-net-worth individuals and families, with tax planning and family-office services.
