JofA branded podcast: Investment management at the intersection of tax and wealth services
Journal of Accountancy Podcast · AICPA & CIMA
December 2, 202516m 20s
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Show Notes
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.