Meet the Team: Why We Coordinate With Your CPA and Attorney (and You Should Want Us To)

The Cost of Advisors Who Don't Talk

Most people don't have one financial life — they have three or four professionals who each see a slice of it. Your CPA sees your tax return. Your attorney sees your estate documents. Your investment team sees your portfolio. When those three aren't talking, important information or planning considerations may not be shared across your financial, tax, and estate-planning relationships.

What Team Coordination Actually Looks Like

In practice, this means we're not waiting for you to relay information between your CPA and your attorney like a message runner. We ask to be included in the conversation directly — reviewing tax strategy alongside your accountant, confirming your estate documents reflect the accounts and beneficiaries they're meant to, and flagging changes on our end that might affect their work.

It's less glamorous than it sounds, and it's the kind of follow-through designed to identify potential inconsistencies and planning considerations across your financial picture.

Why This Should Matter to You

The benefit isn't abstract. Coordination may help identify inconsistencies among financial and estate-planning documents, surface tax considerations for discussion with your tax professional, and reduce the amount of coordination you need to handle personally. You already have enough on your plate. Making sure your professionals are actually working together shouldn't be one more item on it.

If your current advisors don't talk to each other, that's worth asking about — and it's exactly the gap we built our process to close.

Disclosure:

Coordination with a client's tax and legal professionals is subject to client authorization and the participation of those professionals. SummitPoint Capital Management, LLC does not provide legal or tax advice. Coordination among professionals does not guarantee particular financial, tax, legal, or investment outcomes.