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If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused taxplanning throughout the year.
Without downplaying the importance of appropriate action around year-end taxplanning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. Formulating a plan to take the first incremental steps and assessing regularly are critical.
Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategicplanning.
Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategicplanning. Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and riskmanagement.
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