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
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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