Profile: AICPA CPA/PFS Credential Committee chair Dan Thomas

02/13/2014

This article profiles AICPA CPA/PFS Credential Committee chair Dan Thomas, CPA/PFS, a partner at Thomas and Thomas in Newport Beach, Calif. Thomas discusses his firm's focus on holistic tax and financial and estate planning, his investment philosophy and the work of the CPA/PFS Credential Committee.

View Full Article in:

Planner

Published in Brief: