Plan Tomorrow Today


SURVEY SAVVY

f your clients’ personal savings accounts aren’t increasing fast enough to provide a lucrative retirement, you might suggest they switch to equities. Nearly 57 million U.S. households owned stock directly or through mutual funds—three times the number that did two decades ago, according to a survey by the Investment Industry Association and the Securities Industry Association. Even though this growth was primarily through employer-provided retirement plans, three-quarters of those surveyed owned individual stocks outside of these plans and used professional financial advisers.

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TAX PRACTICE CORNER

More R&D tax help

"Can I use the R&D credit?" PATH Act enhancements make the credit more attractive to a wider range of taxpayers.

QUIZ

Learn to choose between ‘who’ and ‘whom’

Writers can stumble over who and whom (or whoever and whomever). If you write for business, this quiz can help make your copy above reproach.