Added value

There are a va­ri­ety of meth­ods you can use to pro­vide thought­ful tax plan­ning.

Financial Planning - - Practice -

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.

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