Financial Advisory Practice Aids
Look here for information, software and survey data to supplement a financial planning practice. Clients frequently turn to their accountants for help with retirement planning, budgeting, investing and meeting their savings goals.
Fixing the Obamas' Finances
Barack and Michelle Obama may need some better financial planning advice. Read more »
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Interactive Data Enhances Fixed Income Transparency Tool
December 20, 2012Interactive Data Corp., a provider of evaluated pricing, valuation and reference data services,... Read more »
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SEC Charges TheStreet with Accounting Fraud
December 18, 2012The Securities and Exchange Commission has charged the media company TheStreet Inc., which... Read more »
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Nearly Half of Financial Advisors Were No Help to Clients
December 14, 2012Only 57 percent of investors said their financial advisors proved their worth in navigating... Read more »
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IRS Proposes Regulations on Net Investment Income Tax
December 7, 2012The Internal Revenue Service and the Treasury Department have issued a set of proposed... Read more »
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Planning for the Fiscal Cliff and the Additional Medicare Tax
December 6, 2012Greg Rosica, a tax partner in Ernst & Young’s Personal Tax Services who leads the... Read more »
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IVSC Hopes to Bring Consistency to Investment Property Valuation
December 4, 2012The International Valuation Standards Council has released a discussion paper seeking views on... Read more »
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A CPA on a PFP Mission
December 1, 2012John Azodi teaches CPAs the value of financial planning Read more »
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One Loss After Another
December 1, 201290 percent of heirs will reject their parents' financial advisors. Can you afford that loss? Read more »
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GMI Warns of Accounting Risks at 40 Companies
November 27, 2012GMI Ratings has compiled a second “Black Swan Risk List” identifying 40 North American... Read more »
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How the Great Recession Impacted Estate Planning
November 20, 2012It’s no surprise the middle class bore the brunt, but what steps can they take? Read more »
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Parents and Adult Children out of Sync in Financial Talks
November 19, 2012Adult children and their parents struggle to communicate on key financial topics that include... Read more »
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Majority of Women Financially Unprepared for Retirement
November 19, 2012Most Americans, particularly women, are woefully underprepared for retirement, with four out of... Read more »
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Marcum Offers Estate Planning Tips for LGBT Families
November 19, 2012Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and... Read more »
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Women in Accounting: Where are the Leading Ladies?
May 17, 2013
Marcum’s Nanette Lee Miller and Janis Cowhey McDonagh sat down with managing editor Tamika Cody to discuss some of the obstacles women in the accounting profession face when trying to make their way into leadership positions.
IMA’s Jeff Thomson on the Role and Skills of Management Accountants
May 8, 2013
Institute of Management Accountants president and CEO Jeffrey Thomson discusses why accounting students should consider management accounting as a career, and the IMA's partnership with John Wiley & Sons.
Breaking out of Molds to Get Ahead
May 6, 2013
ConvergenceCoaching partner Jennifer Wilson talks with Accounting Today senior editor Danielle Lee about how female accountants can position themselves better for a promotion at their firms.
SLIDE SHOW
Top 10 Tech Initiatives -- 2013
May 5, 2013
The AICPA's annual list of IT priorities for accounting firms.
Common E-mail Security Mistakes
April 23, 2013
These five bad habits can make your confidential information -- and that of your clients -- easy to steal.
The Art of the Tax Cartoon
April 9, 2013
A selection of tax cartoons from Philly tax firm Drucker & Scaccetti's 'Finding Humor in Taxes' exhibit.
