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Sponsored by: Registered Social Security Analysts (RSSA) Trending topics & tools for the CPA community

The Syndication Shift: How Self-Direction is Changing Real Estate Syndications

It’s no secret that real estate is a hot market, but there’s been a shift in the way people invest into that market People are discovering the power of real estate syndications and the ability to invest their Self-Directed IRA money passively

The Importance of Tax Planning for Cryptocurrencies

Cryptocurrency has emerged as a new asset class and a popular investment option for many individuals and organizations With the rise of digital currencies, tax planning for cryptocurrencies has become an important consideration for investors

Health savings accounts: planning opportunities and pitfalls

Health savings accounts (HSAs) have been a popular way to pay for healthcare expenses since their creation in December 2003 However, many advisors and clients with HSAs aren’t as familiar as they should be with the planning opportunities and pitfalls of these accounts, thus losing out on

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