Financial crisis 2008: tips and strategies.

The stock market turmoil has made this year-end a critical time for investment and tax planning. CalCPA's Personal Finance Planning Committee has tips for you and your clients.

Daniel C. Thomas, CPA/PFS and PFP Committee member provides tips on performing portfolio reviews and loss harvesting at www.calcpa.org/Content/Inside_Tips.aspx, while Michael Eisenberg, CPA/PFS and PFP Committee member, provides advice on how to guide your...

To continue reading

Request your trial

VLEX uses login cookies to provide you with a better browsing experience. If you click on 'Accept' or continue browsing this site we consider that you accept our cookie policy. ACCEPT