Financial Planning
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Review of Blue J – The Accounting Technology Lab Podcast – Nov. 2024
Cloud Accounting Maker Xero Gets $110 Million Investment, Adds New U.S. President
Xero Limited (XRO), the parent company of cloud-based small business software maker Xero,has received investments from Accel Partners and Matrix Capital Management totaling more than $110 million.
Client-Firm Collaboration is the Key to the New Age of Write-Up
Is write-up dead? No, but with the continuing move by small businesses to online accounting software, the way in which accountants provide this service is definitely changing.
How 401(k) Plans Save Money and Reduce Taxes
Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company is offering, this year make a resolution to get the facts. A good retirement plan will allow you to defer taxes on whatever you contribute to your 401(k) account until you […]
AICPA Names Goodman as Recipient of Financial Planning Award
The American Institute of CPAs named Michael Goodman, CPA/PFS, as the recipient of the 2014 Personal Financial Planning Distinguished Service Award. Goodman is founder of New York City-based Wealthstream Advisors, Inc.
Tech Startups Raked in Capital in 2014 – Is it Real Growth or a New Bubble?
Cash rained down on startups in 2014, as venture capitalists poured a whopping $48.3 billion into new U.S. companies — levels not seen since before the dot-com bubble burst in 2001. Strong technology IPOs are luring investors chasing the next big ...
Americans’ Personal Finances Much Healthier, AICPA Study Finds
A decrease in loan delinquencies and improvement in job openings have pushed Americans’ overall financial satisfaction firmly into positive territory for the first time since the financial crisis, according to a new quarterly index released today by the
3 Ways Women Can Improve Their Finances
When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s ...
AICPA Personal Financial Planning Conference Starts Next Week
Economic and political uncertainty, the effects of the Affordable Care Act, and estimating the true cost of retirement are just some of the factors creating a complex and challenging financial landscape for Americans. This year’s AICPA Advanced Personal Financial Planning Conference, held at the Bellagio Hotel in Las Vegas January 19-21, will give planners the necessary […]