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Financial Planning for CPAs (CPA Practice Guide Series)

Financial Planning for CPAs (CPA Practice Guide Series)

ISBN: 9780471323594
Publisher: Wiley
Edition: 2
Publication Date: 2000-01-15
Number of pages: 500
Any used item that originally included an accessory such as an access code, one time use worksheet, cd or dvd, or other one time use accessories may not be guaranteed to be included or valid. By purchasing this item you acknowledge the above statement.
$62.83 $175.00

This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.

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