Hi all, Anyone have any experience dealing with CPAs who became CFPs and set up their corporate documentation and conflict of interest policies etc. Regards, Arthur J. Conte, Esq. Partner Hyl Conte Law, PLLC 186 South 1st Street Suite A Lindenhurst, New York 11757 Phone: (631) 623-2300 Fax: (631) 504-0824 arthur@hylcontelaw.com<mailto:arthur@hylcontelaw.com> NOTICES: This message, including attachments, is confidential and may contain information protected by the attorney-client privilege or work product doctrine. If you are not the addressee, any disclosure, copying, distribution, or use of the contents of this message is prohibited. If you have received this email in error, please destroy it and notify Hyl Conte Law, PLLC immediately. IRS Circular 230: Any tax advice contained in this message is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to others any tax-related matter(s) addressed here. Click Here To Pay Your Invoice<https://secure.lawpay.com/pages/arthurjconte/operating>