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ARTICLES - Investments - A TAXING PROBLEM - Taxable mutual fund distributions have investors looking to tax-managed funds for some much-needed relief This portfolio management stra...
Fleming, Peter D. - In: Journal of accountancy : publication of the American … 189 (2000) 5, pp. 51-60
Persistent link: https://www.econbiz.de/10005896231
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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...
Fleming, Peter D. - In: Journal of accountancy : publication of the American … 188 (1999) 5, pp. 35-40
Persistent link: https://www.econbiz.de/10005897786
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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. View...
Fleming, Peter D. - In: Journal of accountancy : publication of the American … 200 (2005) 5, pp. 66-71
Persistent link: https://www.econbiz.de/10005879574
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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 pra...
Fleming, Peter D. - In: Journal of accountancy : publication of the American … 185 (1998) 1, pp. 33-40
Persistent link: https://www.econbiz.de/10005903437
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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. - In: Journal of accountancy : publication of the American … 179 (1995) 6, pp. 47-55
Persistent link: https://www.econbiz.de/10005911569
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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...
Fairley, Juliette; Fleming, Peter D. - In: Journal of accountancy : publication of the American … 195 (2003) 3, pp. 49-54
Persistent link: https://www.econbiz.de/10005887378