2012 Series: From Tax Preparer to Financial Planner: The Road Best Traveled

Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children,� transferring wealth, protecting assets, funding retirement, etc.� These CPAs have built their financial

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/2012-fromtaxpreptofinplan.aspx

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