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re: CPA/Financial Planner where is the line drawn?

Posted on 1/28/15 at 9:41 am to
Posted by lsu13lsu
Member since Jan 2008
11492 posts
Posted on 1/28/15 at 9:41 am to
quote:

I disagree. My experience is that most CPAs freely offer general advice,


General advice in my opinion is conservative advice. So, I think we agree more than you think we do.
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