For CPAs/EAs


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

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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.


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