Dec 27, 2017

Financial Planners: Don’t Overlook Account Titling

Financial planners do a lot of great and thorough work to ensure future financial success for their clients, but it can be easy to forget about proper account titling. Marsha Rubin, CPA, CFP, of Wharton Investment Consultants, explains how to make sure that this critical component is not forgotten during the planning process, and how financial planners should check on account and asset titling. 

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By: Jim DeLuccia, PICPA Communications Manager

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