<img src="//tracker.clixtell.com/track/t.gif">
Skip to content
Start your Assessment Today (800 x 200 px)
Expertise Time Value

The C&A Partner Coaliton

Don't Let Your Relationships End Where Your Time And Expertise Do

It's a simple equation.

Your clients measure your work based on the value you deliver. Far too often that value is limited only by the time you have to research proactive strategies for your clients.

The C&A Partner Coalition has helped hundreds of professional advisors grow their client base and expand their client relationships through strategic tax advisory that reduces their client's taxes and helps them preserve their wealth.

Coalition Graphic (1)

Grow Your Business, Protect Your Relationships

Your time is limited and finite. We created the C&A Coalition to help our partner's resources feel infinite. 

Professional Services are increasingly competitive and your clients are looking for proactivity, depth, and responsiveness. The C&A Coalition is designed to provide a bench of licensed tax reduction specialists and add significant value to your service offering.

 

Professional Services Firms We Support

Cunningham & Associates Coalition members benefit from our team's expertise in tax advisory, estate planning, transaction advisory services, and wealth management.

noun-certificate-4456179-E71E26

CPAs & Accounting

Partner with us to help research and implement specialty tax strategies for your clients.
noun-insurance-1277411-E71E26

Insurance

Increase your value to your clients, and help them reduce their taxes to invest in plans and coverage.

noun-banking-1024939-E71E26

Banking

Tax advice for your clients that minimizes liabilities and supports them in achieving their financial goals.
noun-wealth-management-5776832-E71E26

Wealth Management

Help your clients keep more of what they earn and increase investable assets.

noun-real-estate-1362376-E71E26

Real Estate

Help your clients make better real estate investment decisions from purchase to eventual sale.

C&A Coalition

C&A Coalition Model

How our partnerships work

Stay focused on your core business and let us help you develop valuable, proactive recommendations that deliver huge incremental value to your clients and strengthen your relationship.

  • Our model is zero-displacement, we augment, we don't replace
  • You and your team will have a direct line to experienced tax professionals
  • Access to exclusive content, insights and tools from C&A
  • We will develop a referral fee structure that fits your business model

Services We Provide Coalition Partners:

Specialty Tax

Expert guidance to navigate complex tax regulations, minimize tax liabilities and stay ahead of tax law changes.

  • R&D Credits
  • Cost Segregation
  • 179D
  • 45L
  • IC-DISC
  • Automatic Accounting Changes
Tax Law - Folder Register Name in Directory. Colored, Blurred Image. Closeup View.

Tax Consulting

Highly valuable organizational strategy, planning, and training.

  • Income Tax Reduction Strategies
  • Entity Restructuring
  • SECURE 2.0 Plan Optimization
  • Balanced Compensation Advisory
  • Valuation for Tax 
  • Passive Investment Strategies
  • Pass-Through Taxation Enhancement

Close up of businessman hand drawing business strategy sketches

Wealth Management

Tax strategy, planning advice, and financial products for clients to grow and preserve their wealth while achieving their financial goals.

  • 401(k) Optimization for Tax Credits
  • Cash Balance Pension Plans
  • Executive Compensation Planning
  • Executive Benefits Planning

Plant in pot shaped like graph. Wealth concept

Risk Management

Highly valuable organizational strategy, planning, and financial products.

  • Asset Protection Strategies
  • Asset Valuation Services
  • Tax Liability Risk Mitigation
  • Buy/Sell Review & Implementation
  • SPE & Trust Utilization
Risk Management Concept. Magnifying Glass on Old Paper with Red Vertical Line Background.

Exit Planning

Support your clients during mergers, acquisitions, or other significant financial transactions to help them make informed decisions.

  • Succession Planning
  • Market Analysis
  • Due Diligence
  • Pre & Post Transaction Tax Planning
  • Tax Restructuring
  • Business Valuations

Handshake in front of business people

Estate Planning

Minimizing the tax liabilities associated with transferring assets to beneficiaries.

  • Estate Tax Reduction Strategies
  • Asset Protection
  • Estate Freezing Techniques
  • Estate Reduction Techniques
  • Legacy Planning
  • Philanthropic Planning
  • SPE & Trust Structuring

Young family on green summer grass meadow building dream new home-2

Coalition Main Logo stacked@2x

Apply To Become A Coalition Partner

Grow your firm, offer your clients  more

Coalition partner benefits:

  • On-demand access to licensed tax professionals
  • Access to exclusive content and training
  • No cost ongoing Continuing Professional Education and networking events
  • Land and expand support for new clients

Our Latest Articles and Resources

Managing Inheritance Tax on Real Estate: What You Need to Know

Navigating the complexities of inheritance tax on real estate can be overwhelming. This blog post wi…

Read More

Preserving Inherited Assets: Life Insurance's Role in Estate Planning

Discover the vital role life insurance plays in preserving inherited assets and safeguarding your es…

Read More

Understanding Stepped-Up Basis: A Guide

Discover how the concept of stepped-up basis can provide significant advantages to heirs when inheri…

Read More

Top Strategies to Minimize Taxes on Your Estate

Discover effective strategies to reduce estate taxes and maximize your assets for future generations…

Read More

Tax Implications of Business Valuation

Explore the intricate relationship between business valuation and tax implications, shedding light o…

Read More

The 3 Main Business Valuation Methods Every Entrepreneur Should Understand

Discover the key valuation methods that every entrepreneur should understand to accurately assess th…

Read More