ARTICLES - Personal Financial Planning - DON'T INVEST FOR CLIENTS -- PLAN FOR THEM - CPAs who add financial planning to their list of client services must do more than just recommend investments. Real macroeconomic planning means looking at all aspects of a client's financial life.
| Year of publication: |
2002
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|---|---|
| Authors: | Knell, Keith R. |
| Published in: |
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 193.2002, 1, p. 32-37
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