Financial Planning
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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
Accountant Gets Jail Time For Charging $3 Million on New Jersey Employer’s Credit Card
How to Build a Fraud-Resistant Business
Financial reporting fraud can prove costly for investors and other capital market stakeholders. A new report from the Anti-Fraud Collaboration takes a fresh look at best practices for fraud deterrence and detection, highlighting the critical importance of
Consumers Worried about Data Breaches, but Don’t Change Shopping Habits
In a world where the growing use of connected devices such as smart watches and connected cars is occurring at the same time that massive data breaches are making headlines, a new global study by ISACA shows consumers have conflicted attitudes ...
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Avalara Raises $100 Million in Financing
Avalara, a provider of cloud-based software for sales tax and other transactional tax compliance, has raised $100 million in a financing round from an affiliate of Warburg Pincus, a global private equity firm focused on growth investing.
What to Do if You Haven’t Saved Enough for Retirement
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
New Book Uses Popular Movies As Guide to Estate Planning
Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and
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Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
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8 Steps Women Can Take to Improve Their Relationship with Money
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
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U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.