Questions About Elder Planning
planning is complex and emotional, with issues in the areas
of estate taxes, IRAs and other retirement-based investments,
long-term care insurance (LTCI), and the range of trust
instruments available. Well-informed choices allow individuals
to control their financial circumstances and fund them better
than would otherwise be possible.
by CPAs: Are We a Business or a Profession?
outsourcing of tax return preparation to India and other
countries is growing exponentially. The practice raises
many questions for professionals and practice units engaged
in or contemplating engaging in this process. Some questions
are economic, some practical, some administrative, and,
most important, some are ethical. Full
the needs of federal, state, and municipal agencies have
increased, and as privatization has expanded—to include
inmate health care, school management, motor vehicle services,
wastewater treatment, road maintenance and toll operations,
prison and halfway house supervision—a greater number
of businesses of all sizes are seeking assistance with the
mechanics of government procurement.