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Financial Planning for Cpas
Financial Planning for Cpas
Author: Phyllis Bernstein, Linda Lach, Jim H. Ainsworth
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 fina...  more »
ISBN-13: 9780471323594
ISBN-10: 0471323594
Publication Date: 1/15/2000
Pages: 500
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Publisher: John Wiley Sons
Book Type: Paperback
Members Wishing: 0
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