California CPA March/April 2004
Inherited IRAs
A quick refresher on the rules for IRAs and 401(k)s with non-spouse beneficiaries can help provide your clients with increased flexibility and maximum benefits.
Joyce L. Franklin, CPA, CFP
Under Scrutiny
Regulators are scrutinizing employee benefit plans–and the CPA firms that audit them. Learn how to ensure every audit you perform is top-notch.
Alex Miller, CPA
How Do You Compare?
The annual MAP Survey provides direction to scores of CPA firms, helping them find the most efficient routes to managing an accouting practice. Here are some highlights.
Jerry Ascierto
Top-Heavy Retirement Plans
CPAs need to look for warning signs that a client's retirement plan may be top-heavy–and show them how to keep the balance.
Nicholas J. Waddles, Esq. and Joseph C. Faucher, Esq.
Life Settlements
Understanding life settlements can help you be prepared to advise clients regarding this secondary financial market for life insurance.
Bill Tsotsos
Take Some Advice
Sometimes, you just can't do it alone. Create an advisory board for your business to step in and serve as your personal mentoring group.
Steve Rapattoni, CPA
Government Relations: Legislature in OT
Plenty of issues–from regs to outsourcing–keep officials busy.
Bruce C. Allen
Federal Tax: Deductible Personal Costs
IRS Chief Counsel advice allows favorable treatment.
Stuart R. Josephs, CPA
