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Sid Kess on the History and Future of CPAs in Financial Planning

Nov 14, 2023 · 4 min read

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Note: Sid Kess was supposed to be a part of our AICPA PFP Section history and future of PFPg podcast. Sadly, he passed away unexpectedly before we could get the recording made. In true Sid fashion, he had been preparing his remarks and dictating his thoughts to his children. Thank you, Rachel, Chaya, Deborah, and AJ, for your generosity in allowing us to share these words with others.

Sid's Thoughts

I think it was around 1973 when Bob Metz, a

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