4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]
Number of the Day: 5,447
No, that’s not the combined number of sit-ups and push-ups PwC Chairman Tim Ryan does in a week. It’s the number of SEC-registered clients across the mutual fund spectrum that are audited by PwC, according to a recent Audit Analytics analysis. And as Audit Analytics noted, PwC has a stranglehold on mutual fund engagements, with […]