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Financial Planning for CPAs (CPA Practice Guide Series)

Phyllis Bernstein, Linda A. Lach, Jim H. Ainsworth




[PDF.kg90] Financial Planning for CPAs (CPA Practice Guide Series)

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 | #7915530 in Books |  2000-01-15 | Original language:English | PDF # 1 |  10.98 x1.07 x8.48l,.0 | File type: PDF | 500 pages

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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 meas...

You can specify the type of files you want, for your gadget.Financial Planning for CPAs (CPA Practice Guide Series)   |  Phyllis Bernstein, Linda A. Lach, Jim H. Ainsworth. A good, fresh read, highly recommended.

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