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What is a CPA? A CPA is a finance professional recognized for accounting, financial planning, and tax services expertise. This role goes beyond mere tax preparation to include financial audits, ...

To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam. Processing ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

Please note: This item is from our archives and was published in 2005. It is provided for historical reference. The content may be out of date and links may no longer function. This article by Barry C ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

This Smart News Release features multimedia. View the full release here: http://www.businesswire.com/news/home/20170209005237/en/ (Graphic: Business Wire) As ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

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There are still some accounting professionals who feel that the wealth management business represents a conflict of interest that they’d rather not deal with. There are two types of conflicts of ...

While many CPAs serve as tax advisors, it’s crucial to understand that not all tax advisors are CPAs—each brings a distinct set of skills, qualifications, and services to the table. Whether your ...