CPA & Attorney Support

CPA & Attorney Support

There are many professionals that make up a client's trusted financial team.  We are one member of that team, and we recognize the vital role that each professional has in serving a client's needs.  We do not believe that one firm should be a "one-stop shop" for investments, insurance, tax strategy, and estate planning, but from the client's perspective, the experience should be seamless and coordinated.  That is why we specialize in partnering with other financial professionals on behalf of clients.  We regularly reach out to clients' other professionals, and we encourage professionals to contact us so that we may learn more about how we can best serve clients together.

 

How We Partner with Accountants

- Tax-Conscience Investment Management

- Annual Gain/Loss Forecasting

- Data Aggregation of all Assets

- Tax Data & Document Resource

 

How We Partner with Attorneys 

- Assist in project management of settling client estates

- Proactively identify potential client needs for estate counsel

- Step up cost basis and transfer of assets across client registrations as necessary

- Refer clients to specialty practices for legal needs outside of estate matters

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