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

These CPAs have built their financial planning practices off of their existing tax practices, and take a holistic approach in the delivery of financial planning services to ensure all of their clients? needs are met, including tax, estate, retirement, investments and insurance.

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

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