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In general, accountants are used for tax preparation, while financial advisors are used for investment advice and retirement planning as well as a number of other financial issues.
Yes, you can often get free financial advice from the company that manages your 401(k), your retirement accounts or even a robo-advisor service. However, free advice can be limited and may not ...
Many investors believe that financial advice should be free. Although many professionals are happy to oblige with what they call free advice, those who follow their recommendations often pay an ...
The FATP privilege applies only to tax advice. The advice must be treated as confidential by both the accountant and the client to be covered by the privilege. If the communication is divulged to third parties, then it is not confidential. The privilege does not cover general business consultations or personal financial planning advice. [11]
Freeadvice is a free US legal information web service that was established in 1997. In 2000 it was included by Forbes in its "Best of the Web" list, [1] and in 2004 it was identified by PC World as one of the Best 125 free websites, [2] and was featured sites in PC Magazine’s Best 1000 websites. [3]
In Japan, there is a specific license for tax advisors called certified public tax accountant (税理士, zeirishi). In order to obtain this qualification, an individual must pass a special state examination, or already be qualified as an attorney at law or certified public accountant .
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