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RETIREMENT

Meet the guest editors

We invited four CPA financial planners to help develop features for this issue, which focuses on key retirement planning issues for individuals and business.

PERSONAL FINANCIAL PLANNING
Help clients balance retirement and education planning

Help clients balance retirement and education planning

Clients will naturally want to help their children afford higher education, but it’s important that they not jeopardize plans for retirement by doing so. Here are some general principles to keep in mind as you advise families faced with these complex decisions.

TAX
Congress enacts tax reform

Congress enacts tax reform

Congress enacted tax reform legislation in December that will affect all taxpayers. Changes include new tax rates, modified credits and deductions, and a host of other amendments.

FROM THIS MONTH'S ISSUE

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.