David H. Morgan

CPA’s & Wealth Management

20th Sep, 2014


Over the last 15 years, CPA firms have become increasingly involved in the management of wealth for their clients, covering all three stages: wealth accumulation, wealth protection and distribution, and wealth transfer. As these firms added financial services to their CPA practices, many found themselves facing both new opportunities and challenges. The goal of this paper is to address the needs and questions of CPA firms in the practice of offering financial advice. More…