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CPAs and Financial Planning
Our Guest: Joseph W. Tucciarone
President, National Network of Accountants
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(June 21, 1999) Before he entered the financial services industry in 1977, Tucciarone worked at Kennedy Space Center as assistant spacecraft test manager, and developed a series of companies specializing in medical electronics, point of purchase displays and children's toys. He then founded the National Network of Accountants, which assists accounting firms in adding financial planning to their practices. In this interview, Tucciarone discusses the expansion of CPA firms into the financial planning market.


Track 1
Tucciarone explains why changes in the accounting community may encourage CPAs to enter the financial planning arena.
Track 2
Tucciarone discusses the National Network of Accountants, the firm he founded to train CPAs in financial planning.
Track 3
According to Tucciarone, client demand, the acceptance of commissions and technology have led CPAs to expansion into the financial planning market.
Track 4
Tucciarone explains why CPAs should pursue continuing education, and a designation, in financial planning.
Track 5
Before they enter the financial planning market, Tucciarone says CPAs must consider education, staffing, marketing and support issues.
Track 6
Tucciarone asserts that as long as accountants maintain their integrity, and accepting commissions should not be problematic.
Track 7
Tucciarone predicts that in the next 10 years, CPA firms will dominate the financial services industry.

1999, Smartpros Ltd. All Rights Reserved.

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