Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
QI vs NQI, That is the Question
In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.
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Publication 5262 – QI Portal
February 8, 2017Continuing the burst of activity, what better way to start a new year, than with a new QI, WP & WT portal and its bed time reading material, Publication 5262, which of course goes hand in hand with the new QI Agreement,Revenue Procedure 2017-15.Read more