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CP21Cs and long memories; all smiles; Romney’s proposal; and other highlights from our favorite tax bloggers.
February 9
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Many firms are struggling to digest and integrate mergers and are finding it difficult to make things happen.
February 9
Esposito CEO2CEO, LLC -
Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.
February 8
American College of Financial Services -
For radical CPAs, starting the new year is a great time for change. Whether you’re thinking about adopting a new process or technology or revamping everything at your firm, it all starts with being intentional.
February 5
"The Radical CPA" -
Knowing what is required and completing documentation in a timely fashion maximize the company’s opportunity to receive its incentive reward.
February 5
McGuire Sponsel -
One major difference between past audits and those of today are they are now being almost completely performed in a remote environment.
February 4
The Bonadio Group -
The 2021 CPA Success Index ranks the 521 largest collegiate accounting programs on how well students progress toward completing all four parts of the CPA Exam.
February 3
Baylor University and the University of Northern Iowa -
Many HNW investors are underwhelmed with the offerings of the average financial planning firm.
February 3
Napier Financial -
Fun and Gamestop; SECURE and taxable inheritances; over-communication; and other highlights from our favorite tax bloggers.
February 2 -
As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.
February 2
Innovest Portfolio Solutions LLC
