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
How a Patient Advocate Can Work for Your Clients
A good patient advocate can empower individuals or families to make informed choices by educating them about the patient’s medical conditions,
Financial Planning for Special Needs Clients Takes Special Professionals
More and more families have children with disabilities. In fact, you may have special-needs families among your clientele and not even know it.
Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy
Ongoing rate hikes, uncertain market performance, geopolitical tensions, and increased competition all contribute to overall cautious economic predictions.
BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession
The sixth-largest public accounting firm in the U.S. said on Monday its ESOP would be among the largest in the country.
IRS Warns Employers About Abusive ESOP Schemes
The IRS has concerns that employee stock ownership plans are being used by some wealthy taxpayers as a tax avoidance tool.
Effectively Leveraging Accounting for Financial Planning Strategy
Most small businesses lack the capacity for a financial planning and analysis (FP&A) function, but that doesn't mean they can't build analytical and strategic value from their accounting resources.
Finances and the Aging Parent: A Roadmap For Family Harmony
Aging brings about unanticipated financial challenges that elderly parents need help navigating.
American Credit Card Debt Tops $1 Trillion for First Time
Balances increased by $45 billion, the most of all debt types, to $1.03 trillion in the second quarter, the New York Fed said in a report Tuesday.