1 rich Libsyn https://www.libsyn.com 90 600 JofA branded podcast: Investment management at the intersection of tax and wealth services In this&amp;nbsp;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 https://www.journalofaccountancy.com/podcast.html <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39183510/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/39183510