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Technical

Stop behavioral biases from sabotaging your clients’ long-term objectives Logo aicpa

  Allan Kunigis |   Free |   AICPA |   12 Jun 2017 |   Journal of Accountancy

This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Topics covered:
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Foundational

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