Financial planning insiders discuss top issues affecting advisers

06/30/2013 | Journal of Accountancy online

A team of industry insiders participated in a Journal of Accountancy roundtable to discuss important issues affecting CPAs who offer tax, estate, retirement, risk management and investment services. Top issues included the implementation of new tax laws, the impact of the impending retirement of the baby boomer generation on clients and firm succession plans, new PFP standards and the use of technology in firms.

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