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Karl Graf

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Modera and Your CPA

Chances are, you have more than one financial professional in your life. If you’re a client of Modera, in addition to your financial advisers, you may also have a Certified Public Accountant (CPA) who does your tax planning. Since your CPA has a different role in your financial life than your Modera advisors, we find it most advantageous for you if we all work together.

2020-05-28T21:20:34+00:00Good to Know|