By Kyle Walters
Are your clients asking you specifically for help with their insurance, investments and estate planning? Are they asking you how these options impact their taxes?
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Most CPAs will say, “Yes, all the time!” The reason clients are bringing these issues to you is because they trust you. CPAs have long been viewed as their clients’ most trusted advisors. When most clients have financial issues or complexity to deal with, they go to their CPA first.
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