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Originally Posted by scho63
Yes I know but most successful CFPs I know began their lives as CPAs. I think it's a natural transition.
Most of you guys maybe too young to remember this how but how about "Silver Screen Limited Partnerships" sold by Lehman Brothers as tax shelters in the late 80's? ****ing disasters.......  |
There really isn’t a lot of overlap there. It would be a massive undertaking to switch from CPA to CFP if I understand the rules properly.