Do your investment advisors collaborate with your CPA?
Having an advisor who coordinates with your CPA is imperative to your financial well-being. Working through your C6 Framework, we will help identify any potential tax inefficiencies. Through regular communication with your CPA, we make sure they are informed of any investment-related tax consequences or issues. This coordination helps your CPA have a better understanding of your overall needs and how best to counsel you. Whether you are in your highest earning years or in a distribution phase, we strive to mitigate your tax liability. Our process will help you have a better understanding of how to potentially reduce your income tax, capital-gains tax or estate tax.