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
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
New Tax Incentives Focus On Attracting Business to New Jersey
New Jersey Governor Chris Christie on Wednesday signed into law a bill overhauling the state's tax incentive programs, touting the measure as a bipartisan achievement that would enable New Jersey to better compete for business.
Financial Expert Lists 3 Things Every Woman Should Know About Money
‘It’s a Relationship That’s Not Going Away,’ Advises Female Financial Expert.
Cincinnati Accounting Show Prepares CPAs for Business Challenges
Two new CPE tracks and networking opportunities for accounting students and women CPAs will debut this year at the Cincinnati Accounting Show presented by The Ohio Society of CPAs (OSCPA) September 17 – 18 at the Duke Energy Convention Center.
Nearly One-Third of Clients Withhold Information from Financial Advisors
Clients don’t always share every piece of relevant information with their advisors, according to a new report by Securian Financial Group, financial services provider.
Wisconsin considering allowing crowd-funding of public businesses
The crowd-sourcing approach popularized by websites such as Kickstarter could give Wisconsin businesses a fresh source of funding, under a bill being drafted by three Republican lawmakers.
40 Percent of Small Businesses Using Mobile Credit Card Readers
New survey findings from 'Local Commerce Monitor' study highlight mobile and social adoption by SMBs; Data will be presented at LEADING IN LOCAL: SMB Digital Marketing, Sept. 11-13, in Austin
NC tax overhaul means credit for early-stage investors will expire
Investor groups say the upcoming expiration of a state tax credit designed to spur investments in early-stage businesses will make it harder for young technology companies to raise the capital they need to survive and thrive.