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Financial Planning for CPAs (CPA Practice Guide Series)

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




[PDF.qk37] Financial Planning for CPAs (CPA Practice Guide Series)

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 | #7949737 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 easily download any file type for your gadget.Financial Planning for CPAs (CPA Practice Guide Series)   |  Phyllis Bernstein, Linda A. Lach, Jim H. Ainsworth. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.

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