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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Money Smart Week helps develop better spending and saving habits
Five national organizations committed to promoting financial education are taking part April 20–27, 2013, in Money Smart Week, a national effort to help consumers make informed decisions about their personal finances.
Professionals on the Move – April 19, 2013
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
New Consolidation Program and enhanced features highlight Adaptive Planning’s cloud-based analytics suite
New Release and Powerful Application Provide Complete, End-to-End Solution and Industry-First Features for Financial Consolidation and Analysis
First Financial Planning Competency Handbook released by CFP Board
CFP Board's First-Ever Book Published by Wiley
Investor Advocate Warns That Investors in Non-Traded REITs Could Have Losses They Don’t Know About
One of the nation's largest brokerage firms, LPL Financial has been ordered to re-pay more than $2 million in restitution to investors who bought shares of REITs that are not traded on the stock exchange.
WeiserMazars LLP Selects Ron Ries as Partner of Not-for-Profit Group
Accounting, tax and advisory services firm, WeiserMazars LLP, recently announced it has named Ron Ries as Partner of its Not-for-Profit Group in efforts to strengthen its ties to the nonprofit sector.
Payroll tax changes aren’t affecting many investors’ behavior
Half of investors have not changed their savings or spending behavior despite a reduction in take-home pay due to payroll tax changes this year, according to the John Hancock Investor Sentiment Survey.
2013 Innovation Awards Nominee: ProSystem fx Client Intelligence
ProSystem fx Client Intelligence nominated for 2013 Innovation Awards.