CPAs Should be Their Clients' Most Trusted Advisor...
...Are you?
Under the status quo model, the CPA does not have enough time.
Clients rely on CPAs for critical tax and business advice. That positions a CPA to become the trusted go to advisor- if the CPA does realize the potential here, the opportunity to play a role on the wealth management side becomes logical.
On-Demand Webinar
CPAs know that many of their top "A-Clients" need more… And many of those clients Know They aren't getting it.
On-Demand Webinar
If you want to know how to create a wealth-management model firm, register to receive this free, 30-minute, on-demand webinar.
Discover how accessing a deep team of outstanding independent experts
can help you deliver solutions in critical niches
of tax planning, estate planning, wealth management - and more.
Your Partner for Growth.
CPA Trust Unlimited is a service of Palmerston Group Advisors. It uses Palmerston’s “Team of Experts Planning” approach to free CPAs to focus on their best clients.
We have done extensive work to create a deep team of outstanding independent experts who cover critical niches of the tax code.
We deliver that team’s comprehensive knowledge directly to the CPA while significantly freeing up the CPA’s time.
The CPA retains control throughout; ideally, the relationship with the client should never leave the CPA’s hands.
Your Growth Partner
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