In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals.  Paul also shares his insights on where the CPA Industry is headed from HaydenRock’s viewpoint and how this will effect the tax planning and advice landscape in the United States moving forward.  Listen in to learn how to solidity your CPA relationships.

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