CPA Connect
Future Proofing Your CPA Practice: 8 Reasons to Partner with a Wealth Management Firm
Accountants rank among the most trustworthy professionals in business, but perhaps they are actually being underutilized. While clients trust certified public accountants (CPAs) to look after their tax needs, few are using them to help actively manage their wealth. Yet, the merits of working with CPAs can – and should – extend beyond traditional accounting.…
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