Visit cpajournal.com to read the very latest from The CPA Journal
November 2015 » Assisting Individuals with Investment...
Full articles of The CPA Journal are available to NYSSCPA members and CPAJ subscribers ONLY. Please login to access this content.
Nonmembers and nonsubscribers, you can apply for NYSSCPA Membership here and get unlimited access to The CPA Journal, or you can create a non-member online account here and purchase individual articles.
Sidney Kess, JD, LLM, CPA, and Edward Mendlowitz, CPA/PFS, ABV
Virtually all of a CPA's clients have some sort of financial investment. This could be a money market fund or savings account, or a 401(k) or 403(b) account with their employer. These may not traditionally be thought of as investments, but they are—and individuals need assistance on what to do and how to build a portfolio to accomplish their goals.
Advertising with the NYCPA is your opportunity to reach the greatest number of business advisors in the most important business state in the nation.
Post a resume or job listing in our Career Center to connect with hundreds of employers or job seekers.
Join 21,000+ of your peers. Apply for membership today!
Find CPE Conferences, Seminars, and Online Courses Here.
Get insight and analysis into all areas of the profession.
Content provided by and exclusively for NYCPA members.
Stay up to date with important NYCPA news.
A daily roundup of the latest from around the accounting and financial industry.
A strong PAC means a strong profession. Donate Today.
Help develop a strong network of connections.
A resource for NYCPA Members.
Members, Get expert answers to technical questions.
Start your career off right with an experienced mentor.
It's never too early to start thinking about your career.