Enhancing Value through CPA Collaboration

This chapter explores the vital role that certified public accountants (CPAs) play in assisting financial advisors with tax planning, which is crucial for client success. The discussion covers the importance of effective communication and collaboration between CPAs and advisors to address tax implications in financial decisions, ensuring clients receive well-rounded guidance. The speaker shares personal experiences that highlight the journey into tax planning and the necessity of bridging gaps in understanding between tax professionals and financial advisors.