CFP board says small firms need tax incentive for employees' financial planning education

King, Carole Ann
October 1998
National Underwriter / Life & Health Financial Services;10/5/98, Vol. 102 Issue 40, p8
Reports on proposals by the Certified Financial Planner Board of Standards, a professional regulatory organization, to the ERISA Advisory Council's small business working group. Need for small business tax incentives for employees' financial planning education; Proposed changes to the Internal Revenue Code; Board's seeking of same treatment for financial planning services.


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