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Technical

Stop behavioral biases from sabotaging your clients’ long-term objectives

Allan Kunigis | Free | AICPA | 12 Jun 2017 | Journal of Accountancy

Process, taxation & strategies
Foundational
Article

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This article discusses some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

Topics covered:

Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Foundational

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