Financial Planning
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Starting in 2025, the IRS Will Accept Duplicate Dependent Returns With an IP PIN
House Tax-Exempt Crackdown Bill Passes Despite Democrat Defections
Retailers Tell Senate Credit Card ‘Swipe’ Fees are ‘Adding Inflationary Pressure to the U.S. Economy’
The Top Toys and Gifts for the 2025 Christmas and Holiday Season
Lockstep Adds Customer Success and Finance Officers to Team
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
Cube Software Raises $10M Series A to Expand Next-Generation CFO Intelligence Platform
Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...
Why Proactive Planning is More Important Than Ever
The COVID-19 pandemic is causing many finance and accounting executives, including your clients, to rethink their budgets, implement cost-saving measures, and reinforce their budgeting and forecasting, with a focus on proactive planning. Proactive planning is the process of budgeting and re-forecasting based on real-time operational data and market dynamics. It involves visualizing the path the […]
2021 Financial Planning? Three Unexpected Tax Saving Actions to Take
The pandemic has impacted many influential tax rules. At the same time, the new presidential administration has implemented additional changes, making tax planning even more challenging.
The Tops Skills Financial Planners Need to Succeed
The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...
Tips for Investors in Different Age Brackets During the Coronavirus Market
Expert offers tips for anyone who's worried about what to do next (or not to do, as the case may be) in the volatile coronavirus market: First, make sure both you and your financial advisor are fully engaged.
How to Save Money on Credit Card Debt in 2020
Credit card debt, in and of itself, isn’t always bad. The true value of any debt is how much it helps versus how much it hurts your clients’ financial outlook. A loan may be necessary at times. And if they can get that cash infusion for zero percent ...
49% of Americans Haven’t Addressed Their Biggest Financial Regret
Nearly 2 in 5 (39%) Americans say their biggest financial regret is not saving enough. Eighteen percent wish they started saving for retirement earlier, 14% regret not saving enough for emergency expenses and seven percent would have liked to have ...