Choosing an Investment Adviser for Your Firm


Selecting an investment adviser who will represent your firm
in a professional manner and provide your clients with
the level of service you give them is critical. Use the following
questionnaire to help interview and evaluate prospective
advisers or an investment advisory firm.
Source: Phyllis Bernstein, director of the AICPA personal financial planning division. The views expressed are not an official position of the AICPA.

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Getting leases in line

ASC Topic 842 is a relatively simple standard that can mean profound changes for organizations with leases. This report examines what makes this standard challenging and describes new ways for CPAs to add value.