Personal Financial Planning

Exploring the estate tax: Part 1

This first installment of a two-part article on everything practitioners should know about the estate tax includes the unified estate tax rules and exemption amounts, estate valuation, portability, and what’s included in the gross estate.

How much do you know about Medicare?

As more of your clients face health care decisions, how much do you know about this program and how it affects your clients’ financial situations?

Sprinkle honored for long-term service in PFP

Scott Sprinkle, co-founder and partner of Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC in Denver, received the AICPA 2016 Personal Financial Planning Distinguished Service Award.

SPONSORED REPORT

Building client loyalty with payroll services

In this report, CPA experts detail their tactics for performing successful payroll services, how to mitigate risk in the process, and the impact payroll can have as a value-added service.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.