“What We Have Here Is A Failure To Communicate!!”

Communication between financial advisors and accountants is generally good but when it breaks down, it can cost the client money. The above title definitely overstates the case but hopefully it got your attention. And I couldn’t resist the reference to one of my all-time favourite movies: Cool Hand Luke. Anyone who remembers the movie is probably a Baby Boomer like me. Dealing with retirements, wind-ups, consolidations and estate issues is...