With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation including the SECURE Act…
Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by…
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they…
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has…
When the first cohort of Baby Boomers turned 65 several years ago, tax advisors began to be bombarded with questions…
Performing an audit of Student Financial Assistance under the Uniform Guidance requires significant attention to detail. During this webinar, we…
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased…
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern…
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they…
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has…