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The Advantages of CPAs Partnering with Financial Advisor Teams

In the world of accounting and tax consulting, the intricacies of financial planning and investment strategies often require specialized knowledge and insights. In today’s dynamic financial landscape, Certified Public Accountants (CPAs), Enrolled Agents (EAs) and other tax professionals seeking to provide their clients with comprehensive services can greatly benefit from forming partnerships with financial advisor teams, particularly those teams who provide holistic, planning centric solutions beyond traditional investment services.

When Whales Fight

As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.”

The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s discuss.