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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

Accounting 52
Accounting Taxes Strategic Planning Estate Planning 52
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

I would say a good portion of the budget should be… Should be put towards this investigatory process. Wright: Yeah, I wouldn’t necessarily agree with Tom now without obviously further looks into the budget and things like that. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

CFP 59
CFP Financial Advisor Financial Planner Ethics 59
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