In Whom the Rich Invests


Source: Tax Planning and the Affluent Investor and 2004 Affluent Investor,
surveys of more than 500 affluent households with $500,000
or more in investable assets, Spectrem Group, Chicago, www.spectrem.com , 2005.

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.