4/17/2012

Jean-Luc Bourdon, CPA/PFS, writes about the lessons he learned from his mentor about meeting clients' personal financial needs. "As all proficient CPAs know tax appointments are a personal blend of tax preparation, personal finance advice, and life conversations." Resources including the AICPA's Personal Financial Planning Section can help CPAs become better financial coaches, in addition to skilled advisers, Bourdon writes.

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