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CPAs and tax professionals
Connect retirement income and investment scenarios with the tax assumptions and advice the client receives from you.
Explore CPA coordinationFor professionals serving Greater Austin pre retirees
Better coordination before a client leaves work.
A retirement transition can connect tax planning, estate documents, insurance decisions, investments, income, and benefits. Michael works with a client’s existing professionals so each person can address the decisions within their role.
Please do not include client names, account information, tax documents, or other personal information in an introductory email.
Choose your profession
Start with the client situations you already see.
Each page explains the planning overlap, the professional boundaries, and a practical way to begin a conversation.
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Estate planning attorneys
Help clients align beneficiaries, ownership, incapacity planning, and legacy decisions with the financial plan.
Explore attorney coordination
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Property and casualty agents
Connect changing property and liability needs with housing, cash flow, liquidity, and retirement decisions.
Explore P&C coordinationWhere coordination helps
One retirement decision can touch several professional relationships.
Turning savings into a paycheck
Withdrawal timing may affect taxes, portfolio risk, Medicare costs, and the amount of cash a household keeps available.
Leaving employer benefits
Health coverage, life insurance, stock plans, retirement accounts, and beneficiary choices may all need attention around the same date.
Keeping, moving, or buying a home
A housing decision can change spending, liquidity, property coverage, taxes, and the estate plan.
Preparing for incapacity and legacy
Legal documents, account ownership, beneficiaries, insurance, and the financial plan should reflect the client’s actual intentions.
Clear professional boundaries
Coordination works when each professional stays in their role.
Michael’s role is to help the client connect financial planning decisions and bring the appropriate questions to the professionals who provide tax, legal, or insurance advice.
The partner leads
- Advice and recommendations within the partner’s profession
- Required filings, documents, policies, or professional opinions
- Confirmation of facts and assumptions in the partner’s area
Michael coordinates
- The household retirement timeline and financial plan
- Investment and retirement income decisions within his role
- Questions and planning scenarios for the appropriate professional to review
A simple starting process
Begin with a professional conversation, not a client handoff.
Compare client fit
Discuss the kinds of pre retirement decisions each practice regularly sees.
Clarify responsibilities
Agree on what each professional handles and how questions will move between the practices.
Coordinate with permission
Share information only with the client’s authorization and through the appropriate process.
Keep the client informed
Document open questions, confirm who owns the next step, and avoid conflicting assumptions.
No reciprocal referral promise is required. The first goal is to understand whether the two practices can serve the same pre retiree responsibly and communicate clearly when a client chooses to involve both.
Start professionally
Compare how you each serve pre retirees.
A short introductory conversation can clarify client fit, professional boundaries, and whether future coordination makes sense.