Trusted Outside Professionals

Your CPA

Tax preparation looks backward. Tax planning looks forward. Your family deserves both — working from the same playbook.

The most expensive tax mistakes happen in the gap between your advisor and your accountant. We close that gap.

Why the coordination matters

Roth conversions, gains harvesting, and charitable gifts have to be planned before December 31 — not discovered at filing time.

Your CPA can't optimize around investment decisions they never hear about.

Retirement withdrawals, RMDs, and Medicare premium thresholds all interact — someone has to watch the whole board.

How we work with your CPA

With your permission, we talk to your CPA directly — sharing realized gains, contribution plans, and year-end strategy so the return and the plan tell the same story. No relaying messages, no surprises in April.

Don’t have a CPA you love? We’re glad to introduce you to professionals we know and trust, and you choose who’s right for your family.

Allegia Wealth Management and LPL Financial do not provide tax advice or tax preparation services. Outside professionals are independent of Allegia and LPL Financial.

For advisors

Do what is right. Dig deeper. Build real relationships.

— Darren Colananni, Founder

Credentials

Our founder holds the following professional designations:

CFP®

ChFC®

CIMA®

CPWA®

Check the background of your financial professional on FINRA’s BrokerCheck ↗.