I find it surprising that I see so few CFPs also being EAs (more are CPAs, but still not a ton). It seems like CFPs would pick up an EA in order to be able to help clients more with taxes. Is there anything interfering with them (assuming someone's a series 65, RIA) doing this? Is there some reason CFPs don't think combining these services makes sense?
Submitted April 24, 2017 at 12:15PM by c2reason http://ift.tt/2pdzR5d
