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
CPAs Must Catch Up to Clients with Real-Time Mobile Tech
Technology has reached the point where accountants may seem outdated even if they’ve evolved beyond the stereotype. You know? The bespectacled individual sitting behind a desk stacked high with papers, while wearing a green visor, filling out printed ...
U.S. Institutional Investors Pump Billions Into Europe
North American institutions are planning long-term investments in foreign infrastructure and are pumping billions of pounds into Europe, a report from Armstrong International shows.
‘High Net Workers’ Redefine Wealth Accumulation and Retirement Goals
A subset of Americans is redefining the way families within their income bracket live, work and plan for the future, according to a survey released today by EverBank. The High Net Worker (HNW), named for the group’s earning power, dogged work ethic and av
CFOs Say Keeping Up With Technology is Greatest Pressure Point for Accounting and Finance
From transportation to communication to currency, technology is transforming nearly every aspect of business. Accounting is no exception, and research shows keeping up with technological advancements is the greatest source of pressure for the profession t
Group Pushes for Entrepreneur Tax Credit, Other Reforms
The groups behind the letter make up the Tax Alliance for Economic Mobility - a national coalition working to advance federal policies that expand savings and investment opportunities for lower-income households through reform of the U.S. tax code.
Redefining Financial Success: Americans More Focused on Retirement, Children’s Education
More than twice as many U.S. adults cited having enough money for a comfortable retirement (28 percent) and providing their children a debt-free education (23 percent) as the best indicator of financial success than did owning a home.
Host Analytics Launches Cloud-Based Financial Modeling System
Modeling Cloud provides a bridge between operational and financial planning processes to help companies drive better organizational alignment and achieve greater business agility.
Survey Shows Small Business Owners Ready to Invest in Their Businesses
More than half of small business owners say they would prefer to invest in their businesses this year, rather than stockpiling cash, an 18-percent swing in preference since 2010.