The December 2016/January 2017 edition of “The Accountant”, published by the Oregon Society of CPA’s, included our article on Core Financial Planning Areas for Your Clients.

The article highlights a number of areas where CPAs can assist their clients, including:

– financial statements
– risk management
– tax management
– education planning
– investment management
– retirement planning
– estate planning

You can read a PDF of the article here.