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.
Americans' confidence in their ability to afford a comfortable retirement has recovered slightly from the record lows of the past five years, primarily among those participating in retirement plans, but overall their actual preparations for retirement haven't improved, according to a new survey. Read more »
December 4, 2013
The Securities and Exchange Commission charged Fifth Third Banks holding company, Fifth... Read more »
November 27, 2013
The Public Company Accounting Oversight Board plans to hold a meeting next Wednesday to discuss... Read more »
November 27, 2013
The Internal Revenue Service has released final regulations for the Net Investment Income Tax... Read more »
November 21, 2013
With only weeks remaining in 2013, many Americans have finalized their financial planning for the... Read more »
November 20, 2013
A group of corporate governance and policy organizations is urging audit committees at public... Read more »
November 15, 2013
The higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute... Read more »
November 13, 2013
Accounting firms can find value in managing their clients' online funding campaigns, according to... Read more »
November 12, 2013
Municipal bonds typically represent an investors safest asset or the most conservative... Read more »
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April 14, 2014
Transition Advisors president Joel Sinkin talks about what firms should do after a merger to retain their clients and staff members.
April 2, 2014
Gale Crosley of Crosley + Company discusses the practice areas and international opportunities that firms often overlook in trying to grow.
March 31, 2014
Running a little late could have big repercussions, especially at a firm in the midst of busy season. From escaped zebras to must-see TV, employers told CareerBuilder some of the most memorable excuses they've heard from tardy employees.
March 19, 2014
The NAEAs collection of ridiculous things tax clients believe.
March 10, 2014
The firms with the highest 2013 revenue growth in our Top 100 Firms/Regional Leaders list.
March 3, 2014
As companies gain more affordable access to new technology and platforms, they also seek to make smarter investments.
January 31, 2014
The Minnesota Society of CPAs recently conducted its annual survey about the most strange and unusual tax deductions proposed by clients.