Professional Perspective-Series #1: CPA Perspective
Get ready for a great panel series over the next few months! “Tips for the Practice” – Lessons, insights and practical guidance from across the advisory team. Every client will benefit when their attorney, CPA, financial advisor, charitable planner, and fiduciary work together effectively. This year, we will have 5 sessions, which includes a series of panelists from each discipline to share practical tips, common pitfalls, best practices, and lessons learned from serving clients. Join us as we explore how each profession approaches planning, administration, taxation, investing, philanthropy, and fiduciary decision-making. We will discover ways to better collaborate for the benefit of our mutual clients.
Join us in November for our CPA Panel! CPA tips for the practice: How CPAs approach planning and what they wished other professionals knew about tax-driven planning
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