By Sean McCabe As graduation season approaches for college students across the country, student loan forgiveness is on a lot…
By Lee Barney MassMutual says a married couple that lives into their 90s but decides to begin their Social Security…
Depending Too Much on Your Firm to Fund Your Retirement By David R. Peters, CPA Succession planning is tough. There…
By Jim Buttonow Behold, the IRS audit. They are rare these days. Only one out of every 184 taxpayers experienced…
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webinar…
This training session is designed to get the accountant up to speed quickly with the complex contribution and distribution rules…
The program will examine critical issues in preparing your clients’ Form 1041 U.S. Income Tax Return for Estates and Trusts….
This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and…
Every business needs capital, and capital has a cost. Debt and equity providers demand a return and the combination is…
This course will provide an overview of the estate and gift tax system, testamentary planning, lifetime giving, charitable planning, generation-skipping…