To impart complete and impartial financial services to your clients you contract outside counsel in the areas of tax preparation and estate planning. You are not a CPA nor are you an estate lawyer, but during an interview it becomes obvious your client assumes you are both. To avoid any misunderstanding you should:

 

  a. Inform the client you are not a CPA or Lawyer and also issue Disclosure Forms outlining the services you contract on their behalf describing the costs associated with each

 

  b. Inform the client you are not a CPA or Lawyer, but that you will contract these services on their behalf

 

  c. Give the client complete copies of their personal Client / Product Evaluation Grids and Data Gathering forms showing outlining for them where these services are necessary

 

  d. Call a CPA and Estate lawyer to assist you in these areas when dealing with clients that need tax and estate planning services

 

  e. All of the above

 

  f. None of the above