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.
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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. 179.1995, 6, p. 47-55
|Type of publication:||Article|
The Future Has Never Looked Brighter - The AICPA's Barry C. Melancon, Charles B. Tilley of the Chartered Institute of Management Accountants in the United Kingdom and Steve F. Vieweg representing the Certified Management Accountants of Canada talk to the JofA about management accounting and those who practice it.
Fleming, Peter D., (2005)
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)
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