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New client services top list of CPA firm priorities

The recent CPA.com Innovation in Public Accounting Survey says practices that have adopted or investigated cloud-based technologies are more likely to perceive a need for faster innovation.

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.