3 Tax Planning Windows That Help CPAs Plan Further Ahead
As Published In: Fast Company — By Omar Morillo, CFP®, ChFC®, AIF® · August 14, 2026
Writing for the Fast Company Executive Board, Imperio Wealth Advisors founder Omar Morillo makes the case that the strongest CPA relationships run on early visibility. The article walks through three windows where coordination between a CPA and a wealth advisor widens the set of options still on the table.
This post summarizes an article originally published by Fast Company. It is provided for informational and educational purposes only and is not personalized investment, tax, or legal advice. Views expressed are those of the author and are not a guarantee of future results. Fast Company Executive Board is a fee-based membership organization. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
