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A CPA we work with got a call from a client last year. The conversation went something like this: “Hey, I wanted to let you know we sold the business last week. Things were happening real fast, and we didn’t have a chance to bring you in on the front end. Is there anything you need from us?”
When we work with a CPA firm, we position ourselves as their support team so all the recognition goes to them, not to us. Our role is to do the best we can for the firm’s clients while making the practice shine.
We had just engaged a CPA firm when a client of the firm called and said that her family was selling property in New York that had been in the family for two generations. The property was farmland that the family leased, and the client had been receiving $14,000 a year for her portion.