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- Wed Jun 14, 2023 8:38 am
- Forum: Canada / United States Tax & Accounting
- Topic: Recommended crossborder fee-only, advice only advisor?
- Replies: 9
- Views: 9711
Re: Recommended crossborder fee-only, advice only advisor?
Once you have a short list of potential consultants, schedule interviews or consultations with them. Prepare a list of questions to understand their expertise, experience, fee structure, and how they handle cross-border financial issues. Assess their communication style and determine if you are comf...