We develop comprehensive plans that incorporate the legal, financial, and health care needs of our clients.
What Other Professionals Want You to Know: Helping CPAs Navigate Estate Planning Conversations
A must-review presentation for CPAs looking to strengthen client relationships through informed, integrated planning. Click the presentation below.
This presentation, led by Certified Elder Law Attorney Lisa Hostetler Brown and CFP professional Elise Bidwell, equips CPAs with the estate planning insights they need to better serve clients navigating complex tax and financial issues. Attendees will gain a deeper understanding of grantor-type irrevocable trusts, post-SECURE Act IRA distribution rules, Roth conversions, strategic giving, and modern long-term care planning. The presentation also highlights practical collaboration strategies between CPAs, attorneys, and financial advisors to ensure coordinated, tax-efficient outcomes. Designed for tax professionals seeking to add value beyond compliance, this presentation bridges the gap between tax knowledge and estate planning strategy.
When CPAs and estate planning attorneys work together, clients win.
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