Whelan Financial > Blog > Teaming with Your Other Professionals

Teaming with Your Other Professionals

Because we establish a relationship with your other professionals, we can work with one another around critical planning points. This includes:

  • Automatically providing investment related tax information annually (and on request) to your CPA
  • Coordinating registration and beneficiary information on your accounts with your estate planning attorney
  • Establishing withdrawal sequencing strategies with your CPA
  • Facilitating estate distributions with your estate planning attorney

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