JofA branded podcast: Investment management at the intersection of tax and wealth services
Dec 2, 2025
16:20
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
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.
Journal of Accountancy Podcast