SJK Wealth Management Podcast: The Power of Partnerships Between Wealth Advisors and CPAs (EP. 3)

In Episode 3 of the SJK Wealth Management Podcast, Scott Kleiman, AIF® and Christopher Tuck, CFP® sit down with the team at Hark Maskarinec, PC to discuss the importance of collaboration between wealth advisors and CPAs. This conversation explores how strategic partnerships can lead to stronger retirement planning, more effective tax strategies, and better financial outcomes—especially for business owners and families with complex planning needs. Whether you’re a client, a business owner, or a professional looking to bridge the gap between financial planning and tax guidance, this episode is packed with insight. Subscribe for more conversations at the intersection of wealth, purpose, and planning!