We find that our clients benefit from the relationships we’ve built with trusted accountants. Together, we’re able to manage unique estate planning issues that may arise in family-owned and closely held businesses and (anything else to mention here?).
We collaborate with our accountants on:
- Real estate — especially commercial — transactions
- Estate planning
- Audits or tax issues associated with estate planning that may involve the IRS
Are You An Accountant Looking To Create An Advisory Team For Your Clients?
Contact us to schedule meeting to see how we can assist each other and our clients.
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Working Partnerships Benefit Everyone
When we create client estate plans, for example, we look to the accountants for guidance on tax minimization. We evaluate risk tolerance and management, insurance planning, retirement goals, and regulatory compliance — and the input we receive from accountants helps to guide our recommendations.
We build relationships with accountants so our clients have a trusted partner to work with, building out a team for their financial success and security.
To learn more, please contact us.