Financial Planning
Latest News
An Increase in Customer Theft is Increasing Restaurant Prices
IRS Shares Five New Warning Signs of Incorrect ERC Claims
‘Unpredictable’ Election Clouds Tax and Economic Policy View
Sanders May Bring His Populist Brand to Powerful Senate Finance Committee
New ESG Fundamentals Certificate Offered by AICPA and CIMA
The AICPA and CIMA are offering a new certificate that provides foundational knowledge on critical topics related to ESG reporting and assurance.
Credit Card Interest Rates Soar: Some Over 30% APR
The highest retail credit card APR could run as high as 30.74% on the Speedy Rewards Mastercard, the Kroger Rewards World Elite Mastercard and credit cards offered by nine of Kroger’s affiliated brands (for example, King Soopers and Ralphs).
Study Shows Women Attain Only Three-Fourths of Men’s Wealth by Retirement
The WTW Global Gender Wealth Equity report shows that on average women are expected to reach retirement with just 74% of the wealth accumulated by men.
Companies Issue Unrelated News When SEC 8-K Disclosure Has Bad News, Study Finds
Companies that file a form 8-K containing negative info are 7% more likely to concurrently issue a press release with good news.
Popularity of Cryptocurrency Plummets Among Millennials in 2022
Americans of all ages have seen their comfort level with cryptocurrency sink sharply over the last year.
Five Tax-Wise Ways to Invest in Gold
Generally, shares of gold-based assets like gold mining stocks and mutual funds are taxed at a maximum tax rate of 20% (15% for certain moderate-income investors), just like with most other capital assets.
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.