By The Numbers


Market Is Boon to Baby Boomer

A survey of the rich revealed 89% of the nation’s wealthiest
baby boomers feel more confident about their financial future
because of stock market gains in the 1990s. As a result
of successful equity investments, 85% said they now
worry less about how they will fund retirement.

Source: U.S. Trust Company of New York, New York City.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.