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A risk you may not have considered

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  • A risk you may not have considered

    I am sure there are many docs here who serve on the boards of NPOs. Be sure to do your due diligence when you sign on. I just received the attachedĀ checklist from an associate in CA. It goes overboard, imo, but there are some good points included, too.
    Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

  • #2
    Overboard, perhaps, but very helpful. Thanks for sharing it.

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