Firms can build on the relationships with clients that
were bolstered during the pandemic.
FIRM PRACTICE MANAGEMENT
March 2022 - Journal of Accountancy
PROFESSIONAL DEVELOPMENT
5 pandemic lessons and how to apply them to your career
The challenges of the pandemic may be an opportunity to add new career skills and habits.
TAX
How married couples can use trusts in estate planning
Married taxpayers have estate planning options others don’t.
COLUMNS
PROFESSIONAL LIABILITY SPOTLIGHT
TAX MATTERS
TECHNOLOGY Q&A
THE LAST WORD
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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.
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Digital asset transactions: Broker reporting, amount realized, and basis
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