What a Relief!

December 1, 2003

Please note: This item is from our archives and was published in 2003. It is provided for historical reference. The content may be out of date and links may no longer function.

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Source: IRS, www.irs.gov , and Simone Macca & Larrow LLP, Rocky HIll, Connecticut, www.smlcpas.com , 2003.

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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What a Relief!

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Avoiding a big tax bill on inherited IRAs

Fifth Circuit reverses Tax Court on ‘limited partner’ definition

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