Optimizing your experience...
Optimizing your experience...
CPA Partnership Program
Partner with a fee-only advisor who speaks your language. I handle the investment side so you can focus on what you do best, while your clients benefit from coordinated tax-efficient strategies.
I believe great outcomes happen when tax and investment professionals work together.
I actively monitor portfolios for tax-loss harvesting opportunities year-round, not just in December. You'll have realized losses to work with when planning.
Before year-end, I'll send you a summary of each mutual client's realized gains/losses, pending distributions, and any planning opportunities I see.
I don't sell insurance, prepare taxes, or compete with your services. I handle investments. You handle everything else. Clean lines.
Quick intro call to understand your practice and client base
When a client needs investment help, make an introduction
I keep you informed on tax-relevant investment decisions
Your clients get better outcomes, everyone wins
I've put together a practical guide on tax-efficient investment strategies you can share with clients or use as a reference in planning conversations.
Covers tax-loss harvesting timing, asset location strategies, Roth conversion math, and wash sale rules. 12 pages, no fluff.
PDF • Free download after signup
Plus learn more about partnering together.
Aurea Investments is a Wisconsin-registered investment advisor. I am a fiduciary, legally required to act in your clients' best interests.
Questions? Reach out directly:
partners@aureainvestmentsco.com