Financial Planning
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
5 Steps to Financial Independence in 2014
The New Year is a great time to make some positive changes in your financial life. While Americans are good at creating resolutions, we often find them difficult to keep. We resolve to lose weight, save money or end bad habits, but few of us stick with those plans for long.
Auditor Cites Credit Card Misuse at Washington State University
The Washington State Auditor's Office published a report last month detailing cases of university credit cards being used for "unallowable" purchases at three major higher education institutions, including Washington State University.
5 Money-Saving New Year’s Resolutions
With the countdown to resolution season rapidly approaching its end, the leading credit card comparison website CardHub.com today announced 5 Money-Saving New Year’s Resolutions in order to help people begin 2014 on the right financial foot.
Five Year-End Tips for Accounting Firms on Wealth Management Services
The end of the year brings the happiness of the holidays, time spent with family, hopes for the year to come and, for many individuals and business owners, challenges relating to their financial health.
How an Accounting Firm Can Offer Full Financial Planning
Financial trends and strategies beyond the tax advice basics.
Cash Flow and Business Intelligence Top Priorities for Business Leaders
CFOs and financial executives are concerned about their organizations' ability to efficiently and effectively manage cash flow and working capital due to the growing need to address economic volatility with greater precision, speed and flexibility.
New Book Helps People Get Their Personal Finances in Shape
The Confident Retirement Journey Offers Prescriptive Advice on Preparing for a Successful Personal and Financial Future
A Growth Opportunity For CPAs: Self-Directed IRA Investors
With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).