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:||
|Authors:||Knell, Keith R.|
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
Saved in favorites
Similar items by subject
Find similar items by using search terms and synonyms from our Thesaurus for Economics (STW).