Financial Planning

Avantax has acquired SEP Financial Services, which was founded by veteran independent financial advisor Stephen E. Plain.

Intuit launched Intuit Enterprise Suite on Sept. 17 to provide right-sized solutions for growing, complex businesses that need advanced reporting, financial planning and analysis (FP&A), and business management tools, all with a single login.

Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

When asked how a sudden loss in income or employment would impact their finances, nearly two-thirds (66%) are worried they would not be able to cover their immediate living expenses over the next month.

You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.