Why Your CPA & Financial Advisor Should Work Together

Partnering with both a financial advisor and a CPA is a smart move, but keeping them separate can result in missed opportunities and inefficiencies. When they collaborate, however, they can seamlessly integrate financial and tax strategies to work in your favor. This teamwork can help minimize your tax burden and get the most out of your money, leading to a more effective and comprehensive approach to your financial well-being.

Watch this video where I chat with CPA Rhonda Penny about how combining financial planning and tax strategies can really pay off.

About Trent

Trent Derrick is a financial advisor and Chief Market Technician at Legacy Wealth Management. He is passionate about the value small businesses bring to their communities and specializes in serving small business owners by providing seamless financial advisory services tailored to their financial needs, including tax planning strategies, cash flow management, and retirement planning. Trent obtained his bachelor’s degree from the College of Charleston, studied economics at the University of South Carolina, Columbia, and is a Chartered Market Technician® (CMT®) professional. Outside of the office, he serves as a guest lecturer for the College of Charleston’s MBA program and acts as chairman of the Market Technician Association’s Charleston chapter. To learn more about Trent, connect with him on LinkedIn.

The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

Legacy Wealth Management and LPL Financial do not offer tax advice or services.