As a Certified Public Accountant, you deal with your clients’ complicated financial issues on a daily basis. These usually involve tax issues and can be quite challenging, particularly as tax laws, rules and regulations continue to change.
Experts agree that a business must add value to the products and services it sells in order to make a profit. Adding value also gives you additional benefits, including such things as the following:
As a CPA helping high-asset clients create and maintain their wealth, you hold an exceptionally prestigious, albeit challenging, position. You’re the expert to whom they look to help them maximize their profits, minimize their tax liability and shield them, to the greatest extent possible, from IRS audits. But how do you do this, especially in light of the major tax changes likely coming in the near future? The Deferred Sales Trust (DST) may be just the answer you and your clients are looking for.
As a financial and investment advisor, you wear many hats as you serve your clients. Some of your important roles include the following:
As a financial or legal professional, you’re always looking for ways to better help your clients. But not just any “way” will do. It must truly be of value to your clients. It must be legal, proven and tested. It must allow you to ethically practice within your rules of professional responsibility. It must be something you feel very good about yourself so you can responsibly advise your clients about it and recommend it to them.