CPA Client Bulletin

Featured in our current issue –  May 2017 Client Bulletin:

  • Tax-Wise Portfolio Rebalancing
  • Social Security Strategies That Still Work
  • Retirement Plans, SIMPLE May Be Better

Previous Issues

This CPA Client Bulletin is provided by Bailey Scarano, LLC to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Bulletin and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to For general inquiries, please contact the Client Bulletin Team at 212-596-6247.