The HABU Accelerator Podcast

Ep012: Exploring the OCLAT (Optimized Charitable Lead Annuity Trust)

April 5th, 2023  •  41 mins 20 secs  •  Download (28.5 MB)  •  Link with Timestamp

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On this edition of the Advisory Accelerator Podcast, we connect with Jonathon Morrison at Frazer, Ryan, Goldberg & Arnold, LLP, to discuss how his firm partners with CPA firms to help expand their capabilities in the estate planning area. By partnering with the firm, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients with a more holistic and advisory minded approach.

With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers, and that's why more and more firms are partnering with members of the Advisory Accelerator to ensure that nothing is falling through the cracks when it comes to providing key clients proactive estate planning strategies.

Take a listen to learn more about what it takes to accelerate your firm's advisory practice.