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New Tax Scam Targets Clean Energy Tax Credit
Fewer Workers Planning to Change Jobs
Oklahoma Taxpayers Get Extended Deadline Due to Storms
California Gas Tax Increases
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Kerri Gibson, CPA – 2015 40 Under 40 Honoree
This year’s 40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers.
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
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New Personal Finance Book Focuses on “The Sisterhood of Money”
Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.
The Core Phases of a Sound Financial Plan
Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.
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Apps We Love: Mobile Investing Tools
If you're in the business of helping your clients with their finances, or even just futzing around with your own investments, you'll benefit from this crop of apps designed for both new and experienced investors. You might not realize how many ...
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The 4 Keys to Financial Planning
Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...
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The Latest Trends in Accounting Marketing
To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...
How to Make Retirement Planning Easier
While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...