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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|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. 185.1998, 1, p. 33-40
Small Business-Employee Benefits - THE SINGLE-PARTICIPANT 401(k) - Changes in the pension laws have made 401(k) plans more attractive to small businesses that employ only the owner and his or her spouse -- Including small CPA firms. A single-participant 401(k) enables these business owners to maximize retirement plan contributions with fewer administrative headaches.
Fairley, Juliette, (2003)
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
Fleming, Peter D., (2000)
ARTICLES - Professional Issues - STEERING A COURSE FOR THE FUTURE - Bob Elliott is taking the helm as AICPA chairman at a time when he says CPAs need to make the right moves -- As individuals and as a profession -- To ensure they are at the center of the action in the next century
Fleming, Peter D., (1999)
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