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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.