PERCEPTIONS AND EXPECTATIONS OF CPA FINANCIAL PLANNERS

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.

Fleming, Peter D., (1998)

The future has never looked brighter - Steve Vieweg, President and CEO of CMA Canada, Barry C. Melancon, President and CEO of the American Institute of Certified Public Accountants, and Charles B. Tilley, CEO of the Chartered Institute of Management Accountants in the United Kingdom were recently interviewed for the AICPA magazine, Journal of Accountancy. Sharing their views of the management ...

Fleming, Peter D., (2005)

TO REGISTER OR NOT, THAT'S THE QUESTION - CPAs who offer clients investment guidance as part of their financial planning services may need to register as investment advisers.

Fleming, Peter D., (1995)