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January 2011 » CPAs and Investment Compensation:...
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Joseph Kain
For many years, CPAs were intrigued by the idea of participating in the investment field. This made sense because the potential for adding value to their client base, along with the chance for legitimate compensation, offered a new avenue to increase the profitability of their business. CPAs all too often saw their clients thrown to the wolves when it came to investments. They realized they were in a position to help protect and guide their clients if they became involved in the process. The unanswered question: How to get paid?
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