Don’t Let Clients’ Retirement Fall into this Trap Reviewed by Momizat on . Self-directed IRAs and 401(k)s are increasingly popular.  CPAs are well-positioned to help clients ensure their retirement savings in these accounts do not fall Self-directed IRAs and 401(k)s are increasingly popular.  CPAs are well-positioned to help clients ensure their retirement savings in these accounts do not fall Rating: 0
You Are Here: Home » QuickPress » Don’t Let Clients’ Retirement Fall into this Trap

Don’t Let Clients’ Retirement Fall into this Trap

Posted date: June 21, 2017 In: QuickPress

Self-directed IRAs and 401(k)s are increasingly popular.  CPAs are well-positioned to help clients ensure their retirement savings in these accounts do not fall into a prohibited transaction trap.

To read the full article in AICPA, click: Don’t Let Clients’ Retirement Fall into this Trap.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2611

Related posts

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw