Tax Pro Today Article Features 1st Global Research Investors, CPAs and Tax-Focused Financial Advice

1st Global research, Investors, CPAs and Tax-Focused Financial Advice, was featured in a Tax Pro Today article by Kevin Keller, CEO of the Certified Financial Planner (CFP) Board of Standards.​ In the article “CFP certification: A complement to an accounting practice,” Keller encourages CPAs to pursue an advisory-based practice model, adding investment advice and financial planning services to their menu of services through CFP certification.

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Read the Investors, CPAs and Tax-Focused Financial Advice study.