CPA’s Perspective on a Good Referral Relationship with Estate Planning Attorneys and How legal drafting impacts the various tax returns

A panel of CPAs and Tax preparation professionals discussing what they look for in a successful referral relationship with estate planning attorneys, and what doesn’t work.

• What do you want estate planning attorneys to know about you?
• What can we do better when working with you?
• What we should be explaining to our clients?
• What are good questions a client should ask an accountant they are considering working with?