New York -- The American Institute of CPAs’ Personal Financial Planning Division has honored CPA/PFS William J. Goldberg with the division’s Distinguished Service Award for financial planning.
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Goldberg, of Houston-based Bernstein, served as a member of the AICPA’s Personal Financial Planning Executive Committee for eight years, and as committee chairman. He also served as a chair and member of the PFP Legislation and Regulation Task Force. Prior to joining Bernstein, Goldberg was partner-in-charge of the financial planning practice at KPMG, where he worked for 26 years.
