Working with other advisers to provide PFP services. (includes related article on one firm's experience)

CPAs that provide personal financial planning services may have occasion to work with other advisers such as attorneys, real estate appraisers, insurance brokers and investment counselors, and procedures governing referrals, communications and the use of other's advice have been developed. CPAsshould work within the limitations of their experience, but may be able to assist clients in receiving comprehensive services by engaging other professionals or referring clients. CPAs should research the qualifications of other advisers, and should keep clients informed of the nature of other advisers' involvement.