haku: @author Rojas, S. / yhteensä: 2
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| Tekijä: | Rojas, S. |
| Otsikko: | Working with other advisers |
| Lehti: | Journal of Accountancy
1994 : JAN, p. 86-91 |
| Asiasana: | ACCOUNTING MANAGEMENT FINANCE |
| Kieli: | eng |
| Tiivistelmä: | The delivery of personal financial planning services involves developing recommendations and strategies to help clients achieve financial goals in diverse disciplines, such as budgeting and cash flow management, income tax planning, retirement and education funding, risk management and investment and estate planning. Accordingly, CPAs often find themselves working with a client's other advisers in the course of a PFP engagement. |
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