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
52% of Adults Say Money Has Negative Impact on Mental Health
Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.
More Americans Struggle with Personal Finances
Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.
SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations
For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.
How Offering Financial Planning Can Enhance Your Credibility as an Accountant
When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.
Finance Leaders Optimistic But Concerned over Costs
Key findings from Grant Thornton’s 2023 Q1 CFO Survey found 54% of CFOs reported being optimistic or very optimistic about the economy.
New York State Society of CPAs Launches “Smart Money Habits” Financial Literacy Initiative
The newly created initiative is meant to educate and empower the public regarding vital aspects of financial literacy.
New Tax Relief for Emergency Expenses
Beginning in 2024, employers may allow plan participants to use a special emergency savings account. This “sidecar account” is capped at $2,500.
Businesses are Investing for Growth Despite Tough Economic Climate
New research shows that businesses have more confidence in their own growth than in the health of the broader economy.