Financial Planning
Latest News
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
Accounting Firm Topel Forman Partners with Avantax for Wealth Management and Financial Planning
Based in Chicago, Topel Forman is a full-service, 120-person public accounting firm whose services include tax, audit and advisory.
Financial Preparedness Tips for Hurricane Season
Hurricane Ian threatens tens of millions of people and businesses in Florida and the East Coast with heavy rains, strong winds and flooding as the Category 4 storm is expected to make landfall September 28.
Critical Supplier Relationships Raise Strategic Priority of AP and Payment Processes in B2B
This year’s State of AP Report also looks at the growth of ePayments, and the disconnect between buyers and suppliers regarding adoption.
Tipalti Launches Virtual Card for Corporate Spending
The Tipalti Card functions by offering accounts payable (AP) management at scale, streamlining once burdensome processes with...
Morgan Stanley Investment Management Announces U.S. Wealth Leadership Group
Morgan Stanley Investment Management has announced the creation of the Morgan Stanley Investment Management U.S. Wealth Leadership Group
How to Create a Scalable Firm
Scaling should begin with you standardizing your entire workflow and documenting everything.
Business Execs Not Using Tax Data for Policy Changes
The survey indicates that the profession is moving the needle with promising investments in diverse talent, a greater willingness to upskill inhouse employee ...
Executives Agree Finance and Accounting is Key to Business Growth, but Few Make the Investment
Only 24% of executives say they are investing in these functions to drive growth. Rather, they say they are focusing resources on efficiency, resulting in potentially limited expansion opportunities