Financial Planning
Latest News
IRS ‘Get Ready’ Campaign Helps Taxpayers Prepare for Filing Season
Trump Nominates Hedge Fund Exec Bessent to Lead Treasury Department
The Top Toys and Gifts for the 2025 Christmas and Holiday Season
Professionals on the Move – Nov. 2024
How an Accounting Firm Can Offer Full Financial Planning
Financial trends and strategies beyond the tax advice basics.
Cash Flow and Business Intelligence Top Priorities for Business Leaders
CFOs and financial executives are concerned about their organizations' ability to efficiently and effectively manage cash flow and working capital due to the growing need to address economic volatility with greater precision, speed and flexibility.
New Book Helps People Get Their Personal Finances in Shape
The Confident Retirement Journey Offers Prescriptive Advice on Preparing for a Successful Personal and Financial Future
A Growth Opportunity For CPAs: Self-Directed IRA Investors
With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
New Tax Incentives Focus On Attracting Business to New Jersey
New Jersey Governor Chris Christie on Wednesday signed into law a bill overhauling the state's tax incentive programs, touting the measure as a bipartisan achievement that would enable New Jersey to better compete for business.
Financial Expert Lists 3 Things Every Woman Should Know About Money
‘It’s a Relationship That’s Not Going Away,’ Advises Female Financial Expert.
Cincinnati Accounting Show Prepares CPAs for Business Challenges
Two new CPE tracks and networking opportunities for accounting students and women CPAs will debut this year at the Cincinnati Accounting Show presented by The Ohio Society of CPAs (OSCPA) September 17 – 18 at the Duke Energy Convention Center.