Excerpt
Coordinate Your Advisor Team
How to get your financial advisor, CPA and attorney working together
In today’s complicated field of financial planning, no one professional can be a “Jack of all trades.” Your financial planner helps you manage your investments; your CPA advises you on tax planning and filing tax returns; and you might consult your attorney on any number of issues, including setting up a business, litigation, business succession and estate planning. It’s important to build a team of advisors to take advantage of the full range of expertise to run both a business and your personal affairs. However, it’s also paramount that these professionals work together to integrate tax planning with financial planning, estate planning, retirement planning, and so on.
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