Title: More an Advertisement than a How To
Product review: This book did three things very well: (1) described how the author brought a financial services practice to his CPA firm in a very personalized way (that is to say, not particularly applicable to others); (2) rationalized his decision to become a commissions-based IAR of a broker-dealer rather than a truly independent fee-based RIA; and (3) made a nice pitch on behalf of that broker-dealer. I gave this two stars rather than one, because it's not totally useless for those of us looking at expanding our tax practice into financial services, it's just only incidentally helpful.
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