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Nearly 70 percent of people in the Millennial generation have no retirement plan, according to a new survey.
July 3 -
The Governmental Accounting Standards Board has issued for public comment a proposed statement regarding the transition provisions of GASBs new pension standards for state and local governments with the goal of eliminating a potential source of understatement of restated beginning net position and expense in a governments first year of implementing GASBs new pension accounting standards.
July 2 -
John Napolitano, chairman and CEO of U.S. Wealth Management, sat down with managing editor Tamika Cody to discuss what market trends CPA financial planners should be paying attention to, and the mistakes that firms make when they venture into financial planning.
July 2
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A new research program aimed at uncovering the secrets of success for CPA financial planners
July 1 -
In the lull after filing season, many firms are finding new practice areas to explore
July 1 -
How much should an advisor give away in a social setting before suggesting that an inquirer pay for such information? More broadly, how should planners respond effectively when an acquaintance, friend or relative seeks free advice - or even asks to become a paying client?
July 1 -
The Equal Employment Opportunity Commission is reportedly pressing PricewaterhouseCoopers and other major accounting firms to drop their longstanding mandatory retirement age policies, and the American Institute of CPAs is asking them to stop.
June 28 -
Everything you need to know about the DOMA ruling but were afraid to ask ...
June 28 -
Almost half of CPAs indicated that they offer some kind of financial planning services, but a far smaller number have a formally structured practice with their own Registered Investment Advisor or an affiliation with an outside broker/dealer or RIA, according to a new study.
June 28 -
The next time a client complains about the complexity of our tax system, tell them about the proposed financial transactions tax, or FTT. The European Union is moving close to agreeing on an FTT that at the beginning will apply to 11 member states, including France and Italy.
June 27
