For CPAs/EAs

How to Safely and Profitably Add Investment Service to Your Tax Practice According to AICPA’s Prudent Practices for Investment Advisors   

Open in your browser (5 minute PowerPoint)

Download a copy

AICPA provides How To manuals under the following titles:

These AICPA resources will help you to confidently refer Investment Advisors to your clients and collaborate with those advisors on clients’ Tax Strategy. And there’s even more valuable information within.

DISCLOSURE: Pacific Northwest Asset Management, LLC (hereinafter “PNW Asset Management”) is an investment adviser registered with Washington State. PNW Asset Management may not transact business in states where it is not appropriately registered, excluded or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.