Bring more value to your clients with charitable planning
By: Tillery, Susan M [author]
Language: English Copyright date: 2018 In: Journal of Accountancy Feb 2018, Vol. 225 Issue 2, pages 34 - 37Summary: The article focuses on the significance of offering charitable planning services to clients by certified public accountants (CPAs). It highlights charity as a concern of many clients and potential clients especially for high-net-worth clients, who expect their advisers to discuss charitable planning with them| Item type | Current location | Home library | Call number | Status | Date due | Barcode | Item holds |
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JOURNAL ARTICLE
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COLLEGE LIBRARY | COLLEGE LIBRARY PERIODICALS | Not for loan |
Total holds: 0
The article focuses on the significance of offering charitable planning services to clients by certified public accountants (CPAs). It highlights charity as a concern of many clients and potential clients especially for high-net-worth clients, who expect their advisers to discuss charitable planning with them
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