Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with tax advisors to provide insight into areas impacting a client’s retirement, financial, business and estate planning issues. Our communication and coordination with CPAs are enhanced by the presence on our professional staff of Tom Moore, who is a CPA with more than 20 years of financial planning experience.

Through our years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by CPAs to provide resources and technical support. At the same time, our practice is to proactively involve tax advisors in our process of developing and implementing planning strategies for clients in areas such as:

• Personal and Business Income Tax Planning
• Sale or Purchase of a Closely-held Business
• Business Succession Planning
• Estate Tax Planning
• Life Insurance Tax Issues
• Complex Insurance Structures
• Business Valuation and Buy-Sell Agreements

If you are interested in learning more about our Professional Partnerships program for CPAs, please contact us.