Journal of Accountancy Podcasts
JofA branded podcast: Investment management at the intersection of tax and wealth services
- Author: Podcast
- Narrator: Podcast
- Publisher: Podcast
- Duration: 0:16:20
- More information
Informações:
Synopsis
In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.
