With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. These learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
This article discusses how CPAs who use their experience and skills to move beyond compliance can help their organizations navigate risks before they occur.