...
  • 主题
高级搜索  >
历史搜索 清空历史
首页> 外文期刊>Accounting Technology >The Future of CPAs In Financial Planning
【24h】

The Future of CPAs In Financial Planning

机译：注册会计师在财务规划中的未来

获取原文
获取原文并翻译 | 示例
           
页面导航
  • 摘要
  • 著录项
  • 相似文献
  • 相关主题

摘要

What's the future of CPAs in the financial planning area? The answer is the same as it has been the past 100 years. Although it has only been since the 1980's that the PFP Section and PFS designation have been created by the AICPA, CPAs have always been a trusted advisor. They help clients plan for retirement, for their children's educational funding, for their business endeavors, and even for their vacation homes. There are many instances where the accountant becomes the financial planner and it may not be apparent to the client or the advisor as it happens. They help answer questions like, "Should I lease or buy the car for the business?" "Should I be in double tax free municipals or corporate bonds?" "Can I afford to retire in ten years?" The CPA, with his/her knowledge of their client well beyond just their tax situation, is very well suited to opine on these financial based decisions.
机译：财务规划领域的CPA的前景如何？答案与过去100年相同。尽管直到1980年代AICPA才创建了PFP部门和PFS称号，但是CPA一直是值得信赖的顾问。他们帮助客户计划退休，子女的教育经费，事业，乃至度假屋。在许多情况下，会计师会成为财务计划师，但对客户或顾问而言可能并不明显。他们帮助回答诸如“我应该为该业务租赁还是购买汽车？”之类的问题。 “我应该属于双重免税市政当局还是公司债券？” “我能负担十年退休吗？” CPA不仅了解客户的税务状况，还了解客户的情况，非常适合针对这些基于财务的决策。

著录项

相似文献

  • 外文文献
  • 中文文献
  • 专利
获取原文

客服邮箱：kefu@zhangqiaokeyan.com

京公网安备：11010802029741号 ICP备案号：京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有

  • 客服微信

  • 服务号