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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.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.