Partners of accounting firms require a highly customized & tailored investment and financial planning service to address their specific needs and comply with their firm’s independence rules.
The workload and travel requirement of an accounting firm partner typically results in minimal available time to look after their own finances. We often find that retirement, insurance, tax, cash flow and estate planning issues do not receive the proper time and analysis required to make the most informed decisions. The additional hurdle a partner faces with their firm’s independence requirements adds ongoing complexity to the decision-making process. As a CPA, the founder of Round Table understands these issues and we have worked with independence teams to provide our accounting firm partners with answers, solutions and effective execution.
Your dedicated advisory team is highly credentialed and has broad practical experience advising accounting firm partners. We are proficient on investments, taxes, insurance and all matters that have a personal financial dimension. We are also very familiar in working (and complying) with independence requirements. We will become your trusted family advisor and act as a sounding board to ensure that you make intelligent financial decisions and more importantly, that plans are executed.
Here are some of the areas we address:
- Investment management that is tailored to your firm’s independence requirements and properly positioned to meet your goals
- Review & monitor partner’s firm-based assets & liabilities – capital account, current account, loans, and similar balance sheet items
- Review life, disability, and long term care insurance needs and provide recommended coverage analysis
- Develop an estate plan that is flexible, thoughtful and tax efficient
- Employer retirement account review & recommendations
- Ensure that real property has adequate insurance coverage at a competitive price
- Understand the complexity of your benefits and compensation matters and make the correct decisions
- Effectively manage cash flow and debt
- Provide continuity of financial management for your family in the event of death
Is Our Experience. With two veteran Big 4 accounting firm CPAs as partners, we have been working with accounting firm partners for many years and are able to address financial needs that may arise. We are focused on helping you make the best financial decisions for your specific needs and we will always operate as a fiduciary – putting your best interests first. Most importantly, we will implement the plan for you, leaving you with peace of mind that your financial matters are addressed – Financial Freedom!
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.
Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
Chartered Alternative Investment Analyst (CAIA) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives and real estate investments.