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A CPA's Role in Your Advisory Team

When creating a legacy plan, you should also work with a CPA to factor taxes into that. Both the financial advisor and CPA should work together to educate their client on how taxes could affect the value of their assets down the road. The CPAs role is to look at your situation, and make sure everything is ready to pass down to the next generation when the time comes. It’s important for your advisor and the CPA to be able to communicate with one another on how to best achieve their client’s goals.

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Casey Smith
President, Wiser Wealth Management

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Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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