Many CPAs are passive in nature and afraid to ask clients to pay them extra for financial advice. Yet, often they are better positioned even than planners to suggest tax-efficient investment strategies.
“I personally believe that every CPA either needs to provide these [investment] services or be much more in-depth in understanding them,” says John Azodi, a CPA and planner who runs a new program called CPAs as Advisors with Brokers International, a Panora, Ind.-based annuity marketing company.
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