Pennsylvania CPA Journal published a column by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President at Valley National Financial Adivors. The topic: Verification and Coordination When Estate Planning.

CPAs certainly have an intimate view of their clients’ financial information when preparing their income tax returns. Through this work, even CPAs who do not consider themselves financial planners may be privy to information that could impact a client’s estate plan. Rather than working in a bubble, CPAs who reach out and help their clients verify their information and coordinate with other engaged professionals will elevate their level of service, client engagement, and the trusted-advisor relationship.

READ THE ARTICLE: Verification and Coordination When Estate Planning