#146 - How A CFP And A CPA Team Up To Protect Wealth
Imagine walking into tax season already knowing the number.
That’s what happens when a fee-only planner and a proactive CPA plan the year together—before December 31. In this episode, we’re joined by Elliot Vaughn, CFP®, and Ryan Hickel, CPA, to show how they turn scattered inputs like Social Security, IRA distributions, pensions, and equity sales into one coordinated plan.
We break down their joint workflow: fall reviews that forecast income, model marginal tax rates, and evaluate moves like Roth conversions while there’s still time to act. Elliot explains why “everything a planner does ends…
The skinny
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