Financial and estate planning organizations

Article Abstract:

Financial planners are facing new areas of regulation corresponding to changes within the industry. Division of state and federal regulation of investment advisors is controlled by the Investment Advisers Coordination and Supervision Act of 1996. Government regulation, including important SEC regulation, is supplemented by self-regulation of professional organizations in this expanding area of investment.

Author: Goss, Robert P., Goldberg, William J.
Publisher: CCH, Inc.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 1999
Accounting, auditing, & bookkeeping, Accounting & Auditing Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, States, Financial Planning, Laws, regulations and rules, Practice, Accountants, Financial planners

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Financial planning

Article Abstract:

Issues regarding financial planning are presented, including ethical considerations, measurement, role of technology, and services of the American Institute of Certified Public Accountants Financial Planning Division.

Author: Levin, Ross, Goss, Robert P., Goldberg, William J., Raasch, Barbara J., Bernstein, Phyllis
Publisher: CCH, Inc.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 2001

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Investment planning

Article Abstract:

Issues regarding investment planning are presented, including stock options, tax planning, and the impact of technology on the delivery of investment services.

Author: Raasch, Barbara J., Kochis, S. Timothy, Head, Wallace L.
Publisher: CCH, Inc.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 2001
Portfolio management

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Subjects list: United States, Financial planning, Surveys
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