03/21/2023
is here: did you know we have multiple CPAs as Platinum Trust clients?
It's not uncommon for some EAs and CPAs to initially think certain aspects of our trusts might be too good to be true. That's good - a healthy skepticism keeps us safe. We invite CPAs and EAs to look at our Attorney Opinion Letters, and even speak to other CPAs that have a trust from us, or talk to one of our trust advisors.
Who is a trust NOT good for? They're less effective on W2 income for middle to lower income earners. Who ARE they good for? Business owners and investors.
Schedule a consultation to learn more!