Financial Services Help Available From Trusted Source
The authoritative, monthly intelligence briefing offers proven, profitable strategies for its readers. The "CPA Financial Services Advisor"  is devoted exclusively to helping CPAs take advantage of emerging opportunities ranging from personal financial planning and investment management, securities and insurance brokerage, trust and estate planning, and other non-traditional services.
Because financial services present a different set of challenges than traditional tax and audit practices, CPAs sometimes are at a loss. The new publication offers tips on how to manage client relations, operating procedures as well as advice on regulations and training requirements. Perhaps the strength of the CPA Financial Services Advisor is the focus on firms who “have done it” – each issue contains a case study of a firm that successfully expanded into new financial services.
The "CPA Financial Services Advisor" is available for a limited time at the charter discount rate of $247 - a $50 savings off the regular price of $297. For a subscription, call 800-926-7926.