There are a variety of methods you can use to provide thoughtful tax planning.
1. Work with clients’ existing CPAS.
2. Become a CPA. An increasing number of financial professionals have both CFP and CPA designations.
3. Hire a CPA to work within your firm and let clients chose whether to work with your CPA or an outside accountant.
4. Build partnerships with outside CPAS you respect, but be clear about what you’re each bringing to the relationship and what compensation each party will receive.