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
From RMDs to Student Debt, SECURE 2.0 Offers a Lot
While the law contains nearly one-hundred new retirement provisions, following is a summary of some of the most notable changes ...
From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable
But within the next ten years, AP will go from brute force execution to strategic decision making, thanks to new fintech offerings.
61% of North American Workers Stress More Over Finances than Last Year
More than 4,200 workers across the United States and Canada were surveyed to analyze three clusters of people – Stressed, Unsettled, and Comfortable – and to understand ...
7 Strategies to Pay Off Holiday Debt and Increase Your Savings
Some simple steps can help you get on the right financial track in the new year and sleep better at night.
Not Your Keys Not Your Coins: How to Protect Digital Assets
"Not your keys, not your coins," refers to the importance of digital asset investors having control and sovereignty over the private keys to their crypto wallet(s).
Great SPAC Crash of 2022 Deepens as Investors Cash Out in Droves
Some SPACs face investor meetings that will give clients a chance to exit ahead of a new tax that could hurt their returns.
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
FTX Users Can’t Count on Help From the IRS
When market investors suffer losses, they’re often eligible for a tax write-off to soften the blow. FTX users won’t be so lucky.