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May 2019 » Evaluating the Financial Planning...
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Sidney Kess, CPA, JD, LLM, and Edward Mendlowitz, CPA/PFS, ABV
Financial planning is a generic term for all of the services that CPAs perform that deal with a client's individual wealth. It is also a specific term that relates to a single service that is performed. What can CPAs provide in this field, and how is a business established around financial planning services?
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