Harness Wealth

MARCH 5, 2024

It’s important to note that tax advisors include three types of tax professionals : Certified Public Accountants (CPAs) Enrolled Agents (EAs) Tax Attorneys All three may offer different fee structures depending on the services offered and their firm’s unique expertise.

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Taxes Tax Planning Ethics Education 52

Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures.

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Taxes License Education Tax Planning 52

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Financial Advisor FAQs 1.

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Financial Advisor Certified Financial Planner Ethics CFP 52