Most high-net-worth investors hire financial advisors to achieve their financial objectives and accountants to handle their tax matters, but too often the clients unintentionally put a wall between these two groups.
Although advisors and certified public accountants often view each other as competitors, separating the two roles is counterproductive. In fact, there is a universal financial benefit to playing nice in the sandbox, and it can benefit the advisor, the accountant and most importantly the client.
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