CPA Lawyers, also known as Certified Public Accountant Lawyers, are professionals with both legal and accounting expertise. Having obtained all required education and licensing to practice law as well as earning their CPA designation allows these specialists to offer customized legal and financial services that cover every angle. The role of CPA Lawyers varies depending on the specific needs of their clients and the areas of law they specialize in.

Here are some key aspects of their practice:

1. Tax Planning and Compliance: CPA Lawyers provide comprehensive tax planning and compliance services to their clients. They have in-depth knowledge of tax laws and regulations, enabling them to develop strategies to minimize tax liabilities and ensure compliance with tax obligations. CPA Lawyers can assist with tax planning for individuals and businesses, estate and trust tax planning, tax return preparation, and representation in tax disputes or audits.
2. Business Law and Financial Consulting: CPA Lawyers provide legal guidance to businesses on a range of legal matters, such as business formation, contract drafting/review/mergers/acquisitions/intellectual property rights/compliance regulations/corporate governance matters. In addition, due to their accounting background, they also offer financial consulting services including analysis/budgeting/reporting and strategic planning services.
3. Estate and Wealth Planning: CPA Lawyers specialize in helping individuals and families manage their estate plans and wealth management effectively. They assist clients in creating comprehensive estate plans that include wills, trusts, powers of attorney, advanced healthcare directives, and advanced healthcare directives. CPA Lawyers take into account both legal and financial aspects when planning estates to ensure the smooth transference of assets while mitigating tax implications.
4. Forensic Accounting and Litigation Support: CPA Lawyers can offer expert forensic accounting and litigation support services, with skills in investigating financial fraud, analyzing complex transactions, presenting evidence in legal proceedings, as well as investigating financial disputes such as business valuations, economic damages calculations, or other aspects of litigation that require financial analysis.