Episode Details
Back to EpisodesJofA branded podcast: Investment management at the intersection of tax and wealth services
Published 7 months, 3 weeks ago
Description
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.