With longer retirements due to increasing life expectancies, today’s retirees have to worry about outliving their retirement savings.
Charitable trusts and the streamlined exempt-status application
It is not unusual for a tax adviser to suggest that a client involved in estate tax planning leave some assets to a charity.
Drawing the line: Providing tax advice related to the Affordable Care Act
CPAs who provide tax planning services may be well-positioned to provide clients with PPACA-related advice regarding the tax and cost issues associated with selecting health insurance plans. But other matters go beyond the scope of the CPA’s expertise.
Gold Medal honors for Harris and Ross
Robert R. Harris and Frank K. Ross received the Institute’s 2014 Gold Medal Award for Distinguished Service, the highest award granted by the AICPA.
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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.
