Dossier
CPA
Coverage of CPA in the Nexus archive.
- ‘Take the money while you can’: I’m a CPA and tell my clients to take their Social Security early. Am I wrong?
A CPA advises clients to take Social Security early, noting that only 8% to 10% of people wait until age 70 to claim.
- I inherited a house. My CPA says I should sell within a year to avoid capital gains. Is he right?
A person inherited a house and their CPA advised selling it within a year to avoid capital gains tax. They plan to sell the house to another family member at its appraised value.