Great video! But in regards to giving financial advice, how do you protect yourself?
@FeedbackWrench4 ай бұрын
I’m not your lawyer, but if you don’t give investment selection advice and you don’t call yourself these the wrong name, you’re able to give quite a bit of perspective. All the tax and budgeting and future value stuff isn’t really regulated - it’s selling advice for investments and selling securities and selling insurance.
@annetteskeens62943 жыл бұрын
Wow! Thank you, great content .
@DreamFirms3 жыл бұрын
Enjoyed watching your content!
@patrick5533 жыл бұрын
What did you say if people asked “Are you a CPA?” Did you have to explain what an EA was or said you’re a CPA firm since your partners were CPAs?