Journal of Accountancy Podcasts
JofA branded podcast: Investment management at the intersection of tax and wealth services
- Autor: Podcast
- Narrador: Podcast
- Editora: Podcast
- Duração: 0:16:20
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Sinopse
In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.
