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Pessimism, tariff tremors prominent in CPA execs’ sentiment

What’s the latest sentiment about the domestic and global economy? This conversation recaps the key points of the quarterly Economic Outlook Survey released by the AICPA and CIMA. Hear or read more about the “turning down” of several KPIs, including revenue and profit projections for the coming 12 months, in this podcast episode with transcript.

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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.