Choosy Clients


NEWS DIGEST

Source: Certified Financial Planner Board of Standards national survey based on responses
from 996 upper-quartile households, www.cfp-board.org .

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.