Proper investment and tax planning can only be done when those two disciplines are in concert. You need an advisor that champions communications among the clients’ advisors to bring a higher level of advice to the planning process.
The AICPA has said that you must offer investment services to survive in this ever-changing market. Saling Simms Associates can show you how to transform your practice to take advantage of this, increasing the value of your practice for both you and your clients.
Saling Simms Associates has been involved with CPAs for over 25 years. Through continuing education, client presentations, partner programs, and complex issue coordination, see how we can help you and your practice.