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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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

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Maximizing the higher education tax credits

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