CPAs

While we provide a big-picture perspective on tax planning for our clients, we often turn to CPAs for a more detailed, day-to-day knowledge of income taxes. The CPAs in our network play a crucial role in Advanced Planning by making specific recommendations to mitigate taxes.

Services You Will Provide

We are looking for CPA partners with the following areas of expertise:
  • Personal advanced tax reduction strategies
  • Business advanced tax reduction strategies
  • Estate planning and estate tax experience
  • Track record of solving challenges for affluent clients
  • Researching and compiling data to solve advanced problems for high net-worth individuals