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July 1, 1997

Risk and Return in Mutual Fund Selection

EXECUTIVE SUMMARY INVESTORS—AND THE CPAs WHO ADVISE them—need objective criteria so they can understand the risks inherent in mutual fund investing. Understanding the fundamental relationship between risk and return will make it easier for CPAs to provide their clients with responsible and informed investment recommendations. RISK ANALYSIS IS CENTRAL TO

July 1, 1997

What Happened to Limited Partnerships?

EXECUTIVE SUMMARY ONCE TOUTED AS THE INVESTMENT vehicle of the future, limited partnerships are seldom pitched to investors today. Instead, clients and the CPAs who advise them are looking back at the tax and financial factors that contributed to the downfall of LPs in areas such as oil and gas,

July 1, 1997

Top financial planner

Survey Reveals Worry, Confusion—and Opportunities I n January 1997, 1,000 people, aged 30 to 59, were interviewed by phone on a variety of financial planning concerns. Some of the results presented here are compared with earlier surveys. Barton Francis, CPA, PFS, a partner of Ernst & Young and chairman of

June 1, 1997

Are You Ready For New Assurance Services?

EXECUTIVE SUMMARY THE INTRODUCTION OF NEW ASSURANCE services could double or even triple the CPA profession’s $7 billion accounting and auditing income. But the new opportunities will not come easily. New services must be identified, new competencies developed and barriers will have to be overcome. THE REPORT OF THE AICPA