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

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.

FEATURE

Maximizing the higher education tax credits

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