ARTICLES - Investments - A TAXING PROBLEM - Taxable mutual fund distributions have investors looking to tax-managed funds for some much-needed relief This portfolio management strategy may help protect a substantial portion of a fund's return from taxes
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|Authors:||Fleming, Peter D.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 189.2000, 5, p. 51-60
MANAGING CLIENT ASSETS - In the face of client demand for an expanded array of services, more CPAs have begun to offer investment management as part of their financial planning practices. Three CPAs tell the Journal how they made the transition.
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