Integrate. Expand. Meet Client Demand.
Delivering holistic, personalized strategies is what today’s clients expect. Your tax guidance impacts a client’s overall, long-term financial strategy, and—together with our CPA2—we can help position your firm to deliver a higher caliber of client care by expanding and integrating independent, professional wealth management into your suite of services.
In CPA2, you gain a turnkey, comprehensive wealth management services program that can add value to your service and differentiate your offerings from competitors for:
- Stronger client relationships.
- More dynamic business model.
- Exciting income potential.
Align your firm with CPA2 — Co-Source Practical Alliance
Helpful Content
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Surprises
Making the most of surprises is a great reason to work with us.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.