Contact UsI recently came into a large amount of money and wanted to ensure the proper way to manage it all. What's the difference between a financial advisor and an accountant? I want to not only prepare for my taxes properly but also invest smartly.
Tax Professional Answers
You need the help of a good Enrolled Agent! Sometimes, while it may seem more convenient, it is not smart to put all your eggs in one basket. A good financial planner will work with a good Enrolled Agent to get your tax and financial planning down to the best overall picture for you. Please see my recent blog about the tax tail wagging the financial dog here: https://taxconnections.com/taxblog/wag-the-dog-dont-let-the-tax-tail-wag-the-financial-dog/">https://taxconnections.com/taxblog/wag-the-dog-dont-let-the-tax-tail-wag-the-financial-dog/
Please don't hesitate to contact me if you need any assistance from the Enrolled Agent side of things. I can assist you or refer you to someone in your local area.