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
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
To choose a plan, it’s important to ask yourself four key questions.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.