119. Choosing a CPA to Meet Your Estate Planning Needs
On this episode of A Wiser Retirement Podcast, Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs. Jordan has been a guest on our podcast many times now. They talk about how to choose a certified public accountant (CPA) to meet your estate planning needs. They also explain why a CPA is important, what to look for in a CPA, some red flags, and how a CPA can be beneficial to your team. Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed…
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