Financial Planning
Latest News
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
PCAOB Rule Change Creates Procedure to Revoke Delinquent Firms’ Registrations
Not Your Keys Not Your Coins: How to Protect Digital Assets
"Not your keys, not your coins," refers to the importance of digital asset investors having control and sovereignty over the private keys to their crypto wallet(s).
Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves
Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.
Helping Finance and Employees See Eye-to-Eye on Business Travel Expenses
While 36% of business travelers said it was extremely likely that their industry would see an increase in business travel before the end of 2022, finance managers were less convinced.
Employees Want More Financial Wellness Benefits at Work, Survey Finds
79% say employers should be more aware of their employees’ financial struggles, according to NAPFA survey.
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).