CPAs: more than just tax advice.
Investors are turning to CPAs for more than just tax advice, a
recent survey found. Affluent investors increasingly view CPAs as
important sources for investment advice. Some of the key findings of the
survey, which polled 1,016 respondents In the context of marketing research, a representative sample drawn from a larger population of people from whom information is collected and used to develop or confirm marketing strategy. with household incomes greater
than $150,000, include:
consult a CPA primarily for tax advice 96%
view the CPA as a key source of investment advice 45%
consult a CPA for financial planning, retirement income planning
or estate planning 25%
Source: Nationwide Financial
Note: Table made from bar graph
COPYRIGHT 2004 California Society of Certified Public Accountants
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.
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