CPA and attorney

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Apr 7, 2011 12:00 am

so today I get a call from a client who got off the phone with his CPA.  The CPA was questioning why the client has C shares in the clients portfolio versus A share.  This was the second time this CPA has questioned my investment recommendation for my client in the past 2 years and now the client is raising doubt about my advise.  I mean I dont tell them how deduct charitable contribution for my client so why do they butt in?  Are they just trying act smart or trying to impress the client?

Apr 15, 2011 8:44 pm

Is the CPA securities licensed?  If he is, clearly he's trying to get some business.  If not, tell him to quit practicing without a license.