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CPAs or EAs. Ask about how much experience they have had and ask for referrals

Finally, after the individual(s) are employed and begin to work on transfer matters, make sure the lines of communication remain open so that there are no surprises.

This process should be similar to locating a good physician. Locate other individuals that have had similar experiences and ask for recommendations

However, if the transfer is large or complicated or both, then these actions should be considered; It is a good idea to discuss the matter with several attorneys

For most simple, small transfers (less than the annual exclusion amount) you may not need the services of a professional.