CPA/PFS Profile: Dan Thomas

In an interview, Dan Thomas, CPA/PFS, a partner at Thomas and Thomas in Newport Beach, CA, talked about how the CPA/PFS helps influence the CPA financial planner's work, how to reach more CPAs who want to hold the PFS credential, his investment philosophy and several other topics. He said that...

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Bibliographic Details
Published inThe Planner p. 1F
Format Trade Publication Article
LanguageEnglish
Published New York American Institute of Certified Public Accountants 01.01.2014
Subjects
Certification
Committees
CPAs
Deadlines
Estate planning
Executives
Financial planners
Financial planning
Investments
Objectives
Registration
Thomas, Dan
Word of mouth advertising
United States > US
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Summary:In an interview, Dan Thomas, CPA/PFS, a partner at Thomas and Thomas in Newport Beach, CA, talked about how the CPA/PFS helps influence the CPA financial planner's work, how to reach more CPAs who want to hold the PFS credential, his investment philosophy and several other topics. He said that the core of his practice is offering holistic tax and financial and estate planning services to corporate executives and high net worth individuals and their families. The CPA/PFS Credential Committee has been well served by the outstanding leaders and committee members that have gone before them. Their five goals for 2014 are simple. These include: 1. They have to maintain and continuously update the infrastructure that has been previously established. 2. They have to work hard to significantly grow the number of CPA/PFS credential holders. 3. Their committee efforts must be compatible with, and supportive of, the initiatives of the PFP Executive Committee.
ISSN:0895-3570