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 »
November 12, 2013
Municipal bonds typically represent an investors safest asset or the most conservative... Read more »
November 11, 2013
KPMG International has set up KPMG Capital, an investment fund that aims to accelerate innovation... Read more »
November 4, 2013
Thomson Reuters has released a new special report on year-end tax planning for 2013 for... Read more »
October 31, 2013
The Treasury Department and the Internal Revenue Service have loosened the use it or lose... Read more »
October 30, 2013
A pair of lawmakers have introduced legislation to simplify the Tax Code to enable families to... Read more »
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April 23, 2014
Deloitte vice chairman and chief inclusion officer Deb DeHaas discusses the firm's efforts at recruiting a more diverse workforce.
April 18, 2014
Jim Metzler, former AICPA vice president of small firm interests, and founder of Metzler Advisory Group, talks about how the CPA profession is changing.
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 21, 2014
Apparently, theres no end to the ridiculous things taxpayers believe.
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.