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Tax and Financial Group
Tax and Financial Group - Trends
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For most small businesses, the ability to obtain bank financing is an essential element of continued survival and growth. Typically, the borrowing process requires that the borrower provide audited financial information to bank loan officers. Recent actions taken by the American Institute of Certified Public Accountants (AICPA) allow CPAs to issue "present fairly" opinions on audited financial reports prepared on an income-tax basis (AICPA 1989). The AICPA's purpose in permitting use of the income-tax basis is to reduce the prohibitive cost to small businesses of financial reporting in accordance with ...
Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is skyrocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, ... Read More
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