Financial Advisor collaboration and products you cannot get out of

The best advisors routinely pull the CPA into the conversation to confirm the tax rationale on their advice.  Recently, I had a client moving from one state to another, dealing with deferred comp and charitable giving all at one time.  These multiple moving parts each would have an impact on the current year’s tax returns. We set up a three-way call with the accountant and went through some scenario analysis in real time using his accounting software.  From that we had much greater insight into the effect of several moves.