Bob Veres Inside Information: Dec. 2020
Professional Insights
AICPA logo
AICPA logo
  • Home
Abstract dark blue image
Professional Insights

Bob Veres Inside Information: Dec. 2020

2 years ago · 1.1 MB Download





In this issue of Bob's Inside Information, you'll get his insights on important practice management and portfolio ideas. The SEC has recently begun conducting remote RIA audits and, per well-known expert Tom Giachetti, these are not something to take lightly. Bob will explain further insights he learned from Giachetti and provide some inside ideas on things they'll hone in on if you're audited. Also in this issue, Bob explores the intersection of risk tolerance and risk capacity. How does one

Download the Inside Information – December 2020

File name: insideinfo-december2020.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content