Consult Your Advisers
by Ann Andrews, CPA
We’d always like to conclude our meetings with “I’m glad you asked that question” rather than “I wish you had called me before taking that action.”
Most of our long-time clients are in the habit of calling to discuss financial issues before finalizing a decision. I often wish I could influence potential clients to contact their financial, legal and accounting advisers before making an important decision.
Would a couple of horror stories remind you to call your CPA (or financial adviser or lawyer)?