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Reply to "Spouse inherited $3 million"
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[quote=Anonymous]I appreciate the advice, I really do. I actually completed the entire course sequence for a CPA but never sat for the exam. I worked as an accountant in a tax planning firm for two years when I was young. Aside from some fancy tax situations for the very, very wealthy, I didn’t see anything that would materially change decisions for people at our level. I mean, aside from sheltering as much money from tax as possible and using tax efficient investing strategies, I’m not sure what else a tax planner would say. But perhaps I don’t know what I don’t know and it’s worth a look. My spouse is completely uninterested so it all falls on me and since I work full-time I prefer a set it and forget it strategy. [/quote]
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