The C-PAS management team includes members that have worked in tax preparation and public accounting for years. They have helped their clients grow their businesses from struggling start-ups to highly sought-after franchises. Their experiences helped them realize the importance of offering a comprehensive solution to their clients that included guidance and advice on investment management.

It was difficult to determine how to offer investment management services to clients due to the industry being highly fragmented and regulated. Ultimately, the decision was made to partner with a seasoned investment advisor rather than introduce a new service offering to clients that had to be built from the ground up. This approach allowed the CPAs to continue to focus on overall business advising while also participate in the new revenue stream that was created via investment management. More revenue, same amount of work.

Making C-PAS available to clients was a natural evolution of the investment management practice. The platform's focus on after-tax performance is an ideal solution for CPAs that offer investment advisory services. The tax consequences of all trades are accounted for before they are executed. Moreover, the ability to add transaction charges to the cost of security purchases reduces the taxable capital gain applied to positions that are sold that have increased in value.

The benefits that C-PAS bestows to CPAs do not end with the focus on after-tax performance and the ability to increase the cost basis on security purchases. Additional features to note are the ability to private label proposals that are delivered to clients, a seamless account transfer process and the manager due diligence and portfolio construction offered by the Investment Research Department. The platform meets the desires that CPAs regularly express to the C-PAS management team.

Contact C-PAS today so you can learn more about how offering the platform to your clients creates a win-win situation.