April/May 2021

AUDITING

Making audits more effective through data visualization

The right displays can make a big difference in spotting trends and communicating with clients.

TAX

American Rescue Plan Act enacts many tax provisions

Here’s a look at changes affecting 2020 and 2021 that were included in Congress’s stimulus legislation.

NOT-FOR-PROFIT

The board’s role in not-for-profits’ post-pandemic success

Not-for-profits have experienced huge challenges during the coronavirus pandemic. Careful oversight of policies related to people, cash flow, and fraud can smooth the path to long-term sustainability for the mission.

GOVERNMENT

Government financial planning in a time of uncertainty

Flexibility and the right KPIs can help organizations navigate challenging times.

ADVERTISING SUPPLEMENT

Ask the expert: Client retention

Greg Lockhart is the president of Lockhart Industries, a Dallas-based leader in custom branding, graphic design, and fine imprinting for America’s top financial firms.

COLUMNS

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.