A February “ Tax
Matters ” case study of Gee v. Commissioner
should have specified that only surviving spouses who inherit an
individual retirement account (IRA) may roll it over directly into an
IRA in their own name.
What do accounting firms waiting on others to develop AI, automation, and data analytics tools have in common with a baseball fan sitting in a stadium filling with water at an exponential rate? The answer could determine your firm’s fate.