Retirement Planning

Guiding Clients Through Estate Planning: A Strategic Asset for CPAs

By Rohit Punyani, Co-Founder • February 14, 2024
As a CPA, your role often extends beyond tax filings and compliance—you’re a trusted advisor on matters of long-term wealth, retirement, and legacy. One area where your guidance is especially critical is estate planning.

A Guide for CPAs: Helping Clients Understand the Distinctions Between Defined Benefit (DB) and Defined Contribution (DC) Plans

By Rohit Punyani, Co-Founder • December 28, 2023
As a CPA advising small business owners and 1099 clients, your role in guiding them toward the right retirement strategy is critical. Understanding the core features of defined benefit and defined contribution plans can help your clients align their tax strategies and retirement goals.