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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By Published On: July 29, 2022

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