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Fin Plan Jul 2012 - "Coordinate Your Advisor Team 
How to get your financial advisor, CPA and attorney working together"

Fin Plan Jul 2012 - "Coordinate Your Advisor Team 
How to get your financial advisor, CPA and attorney working together"

Fin Plan Jul 2012 - "Coordinate Your Advisor Team 
How to get your financial advisor, CPA and attorney working together"

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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