February 7, 2023 – Head of Wealth Planning, Mallon FitzPatrick spoke with Jeff Stimpson from FA Magazine on a recent piece discussing ‘How to Help Your Clients Avoid An IRS Audit.’ “Audits on ultra- and high-net-worth clients are likely to increase, though the probability of an audit remains low,” Mallon explains. Read full piece here: https://bit.ly/40CizO9
