A certified public accountants (CPA) can help you minimize taxes, while a financial advisor can help you grow your wealth. A CPA is one type of financial advisor who focuses on tax issues and proper ...

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A career as a CPA financial planner is an alternative path for students who take an interest in taxation or consulting areas. Personal financial planning (PFP) involves a holistic approach to ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a ...

The certified public accountants with the personal financial specialist credential who pushed to add financial planning to the CPA exam are calling for more of their peers to work in both fields.

Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and finance from DePaul University. Katrina Ávila Munichiello is an experienced editor, ...

There is a lot written about how financial planners get paid and how to avoid paying excessive fees, but not so much about CPAs. How do you know if you are being well represented or simply wasting ...

When Brooke Salvini, CPA/PFS, started her own firm, she decided not to bill clients by using the traditional assets-under-management (AUM) model. The AUM model, she realized, could limit her to ...