Access Wealth advisor Howard Milove, CPA, PFS, was recently featured in NJMoneyHelp, discussing whether—and why—your accountant and financial planner should collaborate.
The article highlights how financial decisions rarely exist in isolation. Choices around investments, retirement income, and major life events can all have tax implications, while tax strategies can influence broader financial outcomes. When these areas are handled separately, opportunities may be missed, or decisions may not be fully aligned.
Howie’s insights emphasize the value of coordination. When financial advisors and tax professionals communicate and work together, it can lead to more informed decisions, better planning strategies, and fewer surprises over time. Aligning these perspectives helps ensure that both short-term tax considerations and long-term financial goals are working in sync.
Read the full article on NJMoneyHelp: Should My Accountant and Financial Planner Work Together?
What This Means for You
If you’re working with multiple professionals, it may be worth considering how well those conversations are connected. Even small gaps in communication can lead to missed opportunities or unintended outcomes.
Learn more about Howard and how he helps clients with their financial planning and investment management.
