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New CPA exam on planning shows wealth and tax links

New CPA exam on planning shows wealth and tax links
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

United statesAndrea millarJeffrey levineSidney kessJean luc bourdonSanta barbaraDan snyderAmerican instituteGrowth solutions andy wattsFinancial planning executive committeeHd vest financial servicesFinancial specialist credential committeeLuc bourdonWealth planningDecade long journeyIntegrate personal financial planning

New CPA exam on planning shows wealth and tax links

New CPA exam on planning shows wealth and tax links
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesAndrea millarSanta barbaraSidney kessJean luc bourdonJeffrey levineDan snyderHd vest financial servicesGrowth solutions andy wattsAmerican instituteFinancial planning executive committeeFinancial specialist credential committeeLuc bourdonWealth planningDecade long journeyIntegrate personal financial planning

Articles by Jean-Luc Bourdon

Articles by Jean-Luc Bourdon

United statesSanta barbaraJean luc bourdonFinancial planning committee of the california societyCredential committeeFinancial planning distinguished service awardFinancial planning executive committeeLuc bourdonLucent wealth planningRegistered investment adviserPersonal financial planning executive committeeTax adviserWealth managementPersonal financial planning committeeCalifornia society