Detail Don't Invest for Clients - Plan for Them   Oleh:  Knell, Keith R. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 193 no. 1 (Jan. 2002), page 32-37. Topik: investasi; invest; clients; plan Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.13 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel In today’s changing market for accounting services, many CPA s have begun adding financial planning to their list of professional offerings. Despite good intentions, there’s a chance these CPA s might limit this service to merely discussing investments rather than helping clients to develop an indepth plan. By restricting their professional services to investments and related subjects, CPA s may miss significant opportunities. For instance a complete and thorough plan can help clients reduce income and estate taxes, decrease insurance costs and debt and better manage retirement plan distributions. There is another way to do business that allows CPA s to develop a comprehensive financial plan and build better long - term client relationships. An effective financial planner must examine all of a client’s assets and liabilities. No detail should be overlooked. Although such planning may take more time initially, the extra effort is worthwhile in the long run as this approach creates a uniquely better client relationship. A CPA can transform himself or herself from being merely a client’s accountant or investment broker into a trusted adviser. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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