DiscoverJournal of Accountancy PodcastJofA branded podcast: Investment management at the intersection of tax and wealth services
JofA branded podcast: Investment management at the intersection of tax and wealth services

JofA branded podcast: Investment management at the intersection of tax and wealth services

Update: 2025-12-02
Share

Description

In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo's chief investment officer, on trends in investment management and tips for CPAs to advise clients.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

JofA branded podcast: Investment management at the intersection of tax and wealth services

JofA branded podcast: Investment management at the intersection of tax and wealth services