CPAs have options for meeting clients' financial-planning needs

06/9/2010 | CPA Insider

Certified public accountants have a number of options for meeting the financial-planning needs of their clients. CPAs can incorporate financial planning into their firm or they can partner with or refer clients to a CPA financial planner. Numerous resources are available for those interested in incorporating the service into their firm, and CPAs are increasingly developing the service line.

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