Accounting, tax, auditing news

Some clients live having all their investment eggs in one basket because they fear potential capital gains taxes from selling stock to diversify. Knowing de-risking strategies allows CPAs and advisers to guide their clients through the process without huge tax implications.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.

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LATEST NEWS

IRS launches online tool to help taxpayers manage tax debt

AICPA ENGAGE networking tips: How to make meaningful connections

GASB seeks feedback on idea of changing how it communicates GAAP

Experts answer burning questions about personal financial security

IRS flagged FATCA noncompliance but followed up with few exams, penalties

Uncredentialed tax preparer errors included fictitious deductions, review shows

IRS finalizes deduction rules for tips, adds 3 eligible jobs

FEATURED ARTICLE

Techniques for de-risking concentrated stock portfolios

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Features

Elder fraud rises as scammers use AI

How to protect nonprofits from hidden fraud risks

Ways to de-risk concentrated stock portfolios

How are finance teams really using AI and automation?

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How to find the right CAS clients

From The Tax Adviser

Current developments in taxation of individuals: Part 1

Current Developments in Taxation of Individuals: Part 1

Considerations for intergenerational split-dollar arrangements

Navigating the Form 1099-DA reporting maze

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