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How do I find a qualified tax attorney for my lottery

Customer Question
How do I find...

How do I find a qualified tax attorney for my lottery winnings? What to look for and what should I know.

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

Ive only won a few thousand 7,500. But I just wanted to have this information if I won part of or the PowerBall.

Accountant's Assistant: Is there anything else important you think the Accountant should know?

I don

Submitted: 6 months ago.Category: Tax
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Answered in 5 minutes by:
12/30/2017
Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional
Category: Tax
Satisfied Customers: 2,600
Experience: IRS Licensed Enrolled Agent, CDFA ® CFP ®, MBA
Verified

Welcome to JustAnswer!

My name is***** am a Certified Financial Planner and Licensed by the IRS as an Enrolled Agent.

Banks and brokerage firms have private banking teams composed of an attorney, investment advisor, financial planner, estate planning specialist and banker.

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago

If I won the powerball, I would start by speaking to both a large national bank, local bank and regional bank. They will assemble a team and present to you how they would manage your funds.

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago

If you have specific questions or concerns please let me know and I would be happy to address them!

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago

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A positive rating of 5 stars is always appreciated.

Thank you!

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago

Was I able to answer your question clearly? Do you have any additional questions?

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Tax Professional: Chad EA, CDFA®, CFP®, CERTIFIED FINANCIAL PLANNER ®, Professional replied 6 months ago

Hello,

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Chad CFP ® professional

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