Why CPAs Should Partner with a Tax and Financial Advisor

Why CPAs Should Partner with a Tax and Financial Advisor

Whether you’re timing charitable contributions, harvesting tax losses, preventing a bump to a higher tax bracket or planning a 199A deduction for flow-through entities, a fluent understanding of a plan’s tax ramifications adds tremendous value to a financial planning relationship. That’s where a strong relationship between a Financial Planner + Certified Public Accountant is key. 

This article outlines how CPAs and Financial Planners can make a powerhouse duo when it comes to tackling complex tax issues.

https://www.financial-planning.com/news/how-financial-advisors-work-with-cpas-on-tax-planning

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