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
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.