Search Results

    Page  1
    Showing results 1 - 3 of 3
    Order by:


    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on September 23, 2010

    Flood Insurance Not a Cut and Dried Proposition

    Article Get information and insight to develop a basic understanding of the risk and the insurance options available for flood insurance.
    Published on July 23, 2014

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    Page  1
    Showing results 1 – 3 of 3
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.