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
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.