“Market Meltdown” Survey Results
MARKET MELTDOWN: The CPA View on Financial Planning after the “The Panic of ’08″
Personal Financial Planning Issues and Opportunities
Preview Edition
FREE DOWNLOAD: Click here, 12 pages PDF.
In a new survey of CPAs taken in the days following the stock market meltdown Sept. 15, the vast majority of respondents expressed profound concern over the situation. But they also expressed cautious optimism based on prior moves they had made that anticipated a financial calamity.
Highlights:
- 58% of CPAs are “very concerned” by events.
- 81% say investors’ biggest problem remains “under-funded retirement accounts.”
- 77% believe CPA firms enjoy vast opportunity in financial planning services.
- 52% are already getting involved in offering advanced tax and estate planning services.
FREE DOWNLOAD: Click here, 12 pages, PDF.
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Excellent summary of the state of the profession. Thanks. I couldn’t get this anywhere else.