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For financial advisors, practice growth often comes down to building the right relationships. One of the most valuable can be with a certified public accountant (CPA). Understanding the benefits of a CPA and financial advisor partnership  can help advisors expand their reach, strengthen client relationships, and support more connected financial conversations—without changing the role either professional plays.

Below are six reasons many advisors choose to work with CPAs.

SEP and SIMPLE IRAs offers small businesses an easy, affordable way to provide retirement benefits without the administrative complexity of a 401(k). These plans give you straightforward options to support clients who want low-cost setup, predictable responsibilities, and valuable tax advantages.

Financial advisors often guide small business owners through critical decisions about retirement plans. Understanding the differences between SEP IRAs, SIMPLE IRAs, and 401(k)s can help you recommend the best option based on business size, budget, and growth goals.

Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs. 

Help clients understand Virginia's state-mandated retirement program and educate them on the key features of the program as well as available alternatives. 

Help clients in Vermont understand and comply with state mandated retirement plan requirements and deadlines. 

Help clients in Oregon understand their state's retirement mandates and explore alternative solutions that meet both satisfy legal requirements and align with clients' needs. 

Help your clients in New York navigate the state's retirement mandates and explore alternative plan options to satisfy mandates and meet their business goals. 

Help clients understand the necessity of state-mandated retirement plans and explore their options to comply with these mandates.

Help clients understand California's CalSavers Retirement Savings Program and explore alternative options to satisfy state mandate requirements.

Help clients understand the Illinois Secure Choice Retirement Savings Program and explore alternative options to meet their retirement plan needs. 

Help your clients in Minnesota navigate the state's mandated retirement program and discover alternative solutions that not only satisfy legal requirements but also align with their business goals. 

Help clients understand California's retirement state mandate requirements and explore the best solutions to meet their business needs.

Help clients understand Colorado's retirement state mandates and explore alternative solutions that may fit their needs.

Help your clients in Maryland understand the state's mandated retirement program and explore alternative solutions that satisfy both the mandate and their business needs. 

Help clients in Nevada understand the state's mandated retirement program and explore alternative solutions that satisfy legal requirements and meet their business goals. 

Help clients in New Jersey understand the state's mandated retirement program and explore alternative solutions that satisfy the legal requirements. 

Help clients understand Connecticut's state retirement program and explore the alternative solutions to satisfy the mandate.

Help clients understand requirements under Delaware's retirement state mandated program and explore the best solutions to meet their business needs.

Help clients understand Hawaii's state-mandated retirement program and explore the alternative solutions to satisfy the mandates as well as meet their business needs.

Help clients understand Illinois' state-mandated retirement program and educate them on the key features and benefits of the program as well as available alternatives.

Help clients navigate Maine's retirement state mandate and understand alternative plan options, ensuring compliance with the mandates.

Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

Compare various retirement plan options to find the best fit for your clients, considering factors like eligibility, contributions, and administrative responsibilities.

Find the right plan for your client with our small business plans overview.

Help your clients understand the new penalty-free distribution option for emergency expenses, including eligibility and benefits of the provision, introduced by the SECURE 2.0 Act. 

Help your clients navigate the changes to the required minimum distribution (RMD) age introduced by the SECURE 2.0 Act. 

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.