Choreo supports CPAs
and their clients

Your business owner clients look to you for sound advice, about business structure, taxes, transitions and more. Positioned at the intersection of tax and wealth, Choreo advisors work with our CPA partners to help comprehensively serve business owner clients with tax, estate and business transition planning.


Below you’ll find some helpful information for download:

  1. Client Guide on Business Transitions:
    A primer on business transition preparation and planning.

    Download:  For clients: Tax Strategies for Business Transitions

  2. Suggested Client Email:
    As a courtesy we’ve included suggested email copy if you’d like to share this primer with your clients. You may edit as desired, or simply copy and paste the language into your email.

    Download:  Suggested client email copy

  3. CPA Guide:
    Update on a new legal ruling regarding buy/sell agreements: Buy/Sell agreements may now have unexpected tax implications.

    Download:  Business Transitions: Key Updates on Buy/Sell Agreements


If we can be of any additional service to you or your clients, don’t hesitate to reach out. If you’d like more information about how Choreo advisors partner with tax professionals and access to additional educational materials, please complete the form below and we’ll be in touch.

 

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