Investment News By Rick Miller July 11, 2005 CHICAGO – At the midpoint of a two-year effort to save the personal financial specialist credential, the American Institute of Certified Public Accountants has improved services for credential holders and is turning … Continued
Harry C. Ballman, II, MBA, CPA has been named president of the 2,000 member Greater Washington Society of CPAs. A retired general partner of Grant Thornton and sole practitioner in the Annapolis, Md., and Washington, D.C., area. He has over … Continued
But financial institutions targeting the CPA market need to tread wisely. by Rick Telberg Personal financial planning is clearly a core part of what a CPA does. Most in the profession see it emerging as a significant part of the … Continued