Dean T. Carson II, C.P.A.

Solutions driven Strategic (Advisory) Services and Consulting Practice for your Business, Non Profit and / or Individual needs on Financial Decision Making. 
Integritas, Diligentia, Scientia quod Usus

Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855

dean@dcarsoncpa.com

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Investor Protection Awareness (IPA)

Here to support your needs on  Accounting, Taxes, Financials , Advisory and Compliance we also value the opportunity to share knowledge with you relevant to increasing your abilities in your key role as a Financial Decision Maker, whether that role is in Individual, Business, Non Profit or Governance Capacity. Financials and Accounting connect as the practical pathway to meeting broad needs in the Economy, and ALL of those needs are supported by knowledge, education and awareness.

When it comes to investments or consumer decisions to purchase Goods or Services in the Economy, your position as a Financial Decision Maker is improved through knowledge and resources. You have a key responsibility to yourself to be an informed Investor or Consumer and part of what we can do is use the knowledge of Accounting, Financials and Related Resources to help you on the path to better Decision Making through informed awareness.

We seek to Educate and Inform as we work with you, Your Awareness as an Investor or a Consumer through Education is a primary step that we view as your key responsibility to yourself and/or your Entity on Financials but we do seek to grow your related area knowledge through resources and services that explain in addition to covering the workflows to help you better understand where this ALL connects on Financials. 

On this page we are providing reference materials that can help you on that road.  The next level is where we can meet you on Services through Accounting, Taxes, Financials and Compliance that can enhance your ability to make Financial Decisions through better insight. 

The intention of Investor Protection Awareness (IPA) is to generally improve your knowedge of investment risks through educational awareness.   

  • Updates Provided

    The below News  updates are about:

    IPA & Consumer Protection

    IPA from the SEC at Investor.gov

    IPA from FINRA

    and CFPB Updates for Consumers (Not IPA this is Consumer Protection about your role as a consumer in the Economy who purchases goods and services)

DCarsonCPA on IPA - Investor Protection Awareness Support Lines

DCarsonCPA Global on Investor Protection Awareness

Investor Protection Awareness (IPA) and Consumer Protection is about building knowledge that can improve your understanding and ability in relation to financial decision making. At the First Level it is an Individual Responsibility.

DCarsonCPA MFC on Investor Protection Awareness Lines

Our abilities on Services are a related next step that can help improve your awareness through:

Accounting

Taxes

Financials

Investment Management

Due Diligence

Fact Finding

Analysis

and more related to your needs as a Financial Decision Maker.

 

Contact Us or e-mail info@dcarsoncpa.com




Some Helpful Resources related to IPA:

FINRA Broker and Adviser Check

SEC on Brokers and Investment Advisers

For UK needs on Investment Protection Information:

UK FCA  - The Financial Conduct Authority

India Ministry of Corporate Affairs - IPEF (IPA)

 

Copyright © 2010 - 2022 Dean T. Carson II, C.P.A.. All rights reserved.

 

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Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855

dean@dcarsoncpa.com

Follow us:TwitterFacebook

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