Professional Issues


The portfolios of financial advisers’ clients suffered heavy losses in 2001 and early 2002 as the S&P 500 stock index fell sharply. But by bringing in new business and thus increasing their total client holdings by 16.7%, the advisers limited to 5.3% the decline in assets under their management, says a study produced by Moss Adams LLP ( www.mossadams.com/industry/investment.htm ). The report describes the strategies the investment advisers used to achieve these results.

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CPEOs provide peace of mind around payroll services

The creation of these new IRS-certified service providers for small businesses clarifies some issues around traditional professional employer organizations.

QUIZ

News quiz: Senate health care bill in the spotlight

Reports related to the Republican bill to repeal many provisions of the PPACA, other tax issues, and the giant AICPA ENGAGE Conference offered a diverse reading list for June. See how much you know about recent news with this short quiz.