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In this journal of accountancy branded podcast episode, clint costa, cpa, j.d., ll.m., a senior wealth strategist at choreo, talks with matt gotlin, choreo’s chief investment officer, on trends in investment management and tips for cpas to advise clients.

The latest auditing news and insights from the journal of accountancy, the ultimate resource for today’s cpa. The latest accounting and financial reporting news and insights from the journal of accountancy, the ultimate resource for today’s cpa. Comments on the proposal are being accepted through dec How medicare rules affect hsa eligibility after age 65 the complex rules for medicare and health savings accounts lead to many client questions Here are answers to some of the most common ones. An aicpa tax leader provides context on irs operations during a shutdown, why guidance is needed in particular this year for tax practitioners, and why the definition of filing season is “a point of contention.” listen to the podcast episode or read the q&a.

Published continuously since 1905, the journal of accountancy is the flagship publication of the american institute of cpas Our articles and features cover a wide variety of subjects including accounting, financial reporting, auditing, taxation, personal financial planning, technology, business valuation, professional development, ethics, liability issues, consulting, practice management. The latest tax news and insights from the journal of accountancy, the ultimate resource for today’s cpa.

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