Importance of Collaboration between your CPA and Financial Advisor

Financial Matters with Richard Oring

As the tax landscape ever changes, it becomes more important for your CPA and Financial Planner to collaborate.

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, and Xavier Angel, CFP® are joined by fellow financial advisor Richard Oring and CPA Douglas Ziegler, to discuss why you want two of your most important advisors to be in communication.

Are you minimizing capital gain taxes? How many opportunities are you missing on your tax return? You also may be surprised what these two seasoned financial professionals say they wish they would have known about money when they were younger. School is in session.